Position in CVX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$512,861
-$94,390 QoQ
Shares Held
3,094
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,996
of 4,109 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $512,861 across 1 Oil & Gas Integrated name. CVX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
3,094 | $512,861 |
All Filings in CVX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,861 | 3,094 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $607,251 | 2,935 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $494,722 | 3,246 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $597,866 | 3,850 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $420,405 | 2,936 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $537,000 | 3,210 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $464,936 | 3,210 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $473,325 | 3,214 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $544,341 | 3,480 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $545,780 | 3,460 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $477,013 | 3,198 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $709,552 | 4,208 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $398,410 | 2,532 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $413,121 | 2,532 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $454,468 | 2,532 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $309,034 | 2,151 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $310,697 | 2,146 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||