Cape Investment Advisory, Inc.

Position in CVX — Chevron Corp

CIK 1944437 MCDONOUGH, GA

Position in CVX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,138,997

-$1,034,589 QoQ

Shares Held

18,937

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#1,453

of 4,108 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $4,962,281 across 9 Oil & Gas Integrated names. CVX ranks #1 (63.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	18,937	$3,138,997
2	XOM	ExxonMobil Holdings Corp	8,554	$1,169,502
3	SHEL	Shell plc	3,893	$301,863
4	BP	Bp PLC	7,678	$283,701
5	SU	Suncor Energy Inc	389	$20,881
6	CVE	Cenovus Energy Inc.	743	$18,433
7	E	Eni Spa	300	$14,058
8	TTE	TotalEnergies SE	97	$7,542

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,138,997	18,937	-6.1%	Shares	Defined	2026-07-23
2026-03-31	$4,173,586	20,172	-7.0%	Shares	Sole	2026-05-15
2025-12-31	$3,306,534	21,695	+11318.4%	Shares	Sole	2026-02-17
2025-09-30	$29,504	190	-99.1%	Shares	Sole	2025-12-29
2025-06-30	$2,909,620	20,320	+2.7%	Shares	Sole	2025-08-19
2025-03-31	$3,309,330	19,782	-10.6%	Shares	Sole	2025-05-16
2024-12-31	$3,205,598	22,132	-1.3%	Shares	Sole	2025-02-05
2024-09-30	$3,303,413	22,431	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$3,533,684	22,591	+2.6%	Shares	Sole	2024-08-15
2024-03-31	$3,473,119	22,018	+5.2%	Shares	Sole	2024-06-21
2023-12-31	$3,123,261	20,939	-8.5%	Shares	Sole	2024-02-12
2023-09-30	$3,859,543	22,889	+122.8%	Shares	Sole	2023-11-07
2023-06-30	$1,616,771	10,275	+1.3%	Shares	Defined	2023-10-12
2023-03-31	$1,654,442	10,140	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.