AXXCESS WEALTH MANAGEMENT, LLC

Position in CVX — Chevron Corp

CIK 1911056 CARLSBAD, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$12,870,269

-$2,289,914 QoQ

Shares Held

77,644

+6.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#650

of 4,109 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $32,270,889 across 6 Oil & Gas Integrated names. CVX ranks #2 (39.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	129,647	$17,725,337
2	CVX	Chevron Corp This page	77,644	$12,870,269
3	BP	Bp PLC	16,205	$598,774
4	SHEL	Shell plc	6,704	$519,828
5	TTE	TotalEnergies SE	5,027	$390,899
6	EC	Ecopetrol S.A.	11,642	$165,782

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,870,269	77,644	+6.0%	Shares	Sole	2026-07-28
2026-03-31	$15,160,183	73,273	+4.1%	Shares	Sole	2026-04-29
2025-12-31	$10,728,749	70,394	+8.4%	Shares	Sole	2026-02-19
2025-09-30	$10,088,259	64,964	+1.8%	Shares	Sole	2025-11-07
2025-06-30	$9,141,106	63,839	+2.2%	Shares	Sole	2025-07-28
2025-03-31	$10,449,100	62,461	-4.2%	Shares	Sole	2025-04-30
2024-12-31	$9,440,526	65,179	-1.7%	Shares	Sole	2025-02-10
2024-09-30	$9,768,860	66,333	-4.9%	Shares	Sole	2024-11-04
2024-06-30	$10,905,133	69,717	-33.6%	Shares	Sole	2024-08-09
2024-03-31	$16,570,587	105,050	+10.8%	Shares	Sole	2024-05-14
2023-12-31	$14,147,229	94,846	+12.7%	Shares	Sole	2024-02-06
2023-09-30	$14,187,855	84,141	+45.8%	Shares	Sole	2023-11-14
2023-06-30	$9,083,500	57,728	+1.4%	Shares	Sole	2023-08-08
2023-03-31	$9,291,798	56,949	+6.8%	Shares	Sole	2023-05-03
2022-12-31	$9,573,996	53,340	+1.6%	Shares	Sole	2023-02-16
2022-09-30	$7,545,835	52,522	-8.1%	Shares	Sole	2022-11-14
2022-06-30	$8,273,018	57,142	+8.2%	Shares	Sole	2022-08-11
2022-03-31	$8,598,563	52,807	+63.3%	Shares	Sole	2022-08-11
2021-12-31	$3,795,451	32,343	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.