Position in CVX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$31,940,625
-$6,820,021 QoQ
Shares Held
192,692
+2.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#369
of 4,109 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $41,026,736 across 7 Oil & Gas Integrated names. CVX ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
192,692 | $31,940,625 | |
| 2 | SHEL |
Shell plc
|
49,749 | $3,857,537 | |
| 3 | TTE |
TotalEnergies SE
|
26,326 | $2,047,109 | |
| 4 | BP |
Bp PLC
|
41,212 | $1,522,783 | |
| 5 | SU |
Suncor Energy Inc
|
18,316 | $983,202 | |
| 6 | NFG |
National Fuel Gas Co
|
4,990 | $385,277 | |
| 7 | E |
Eni Spa
|
6,193 | $290,203 |
All Filings in CVX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,940,625 | 192,692 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $38,760,646 | 187,340 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,351,613 | 186,022 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $31,305,687 | 201,595 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $23,305,890 | 162,762 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $29,514,807 | 176,429 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $22,235,547 | 153,518 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $20,752,257 | 140,913 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $21,872,052 | 139,829 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $20,934,937 | 132,718 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $19,433,012 | 130,283 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $21,760,242 | 129,049 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $19,526,190 | 124,094 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $17,972,563 | 110,153 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $19,330,175 | 107,695 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $13,928,806 | 96,950 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $12,797,683 | 88,394 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $8,790,051 | 53,983 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,662,906 | 22,692 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||