Lodestone Wealth Management LLC

Position in CVX — Chevron Corp

CIK 1950158 SPOKANE, WA

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,727,219

+$57,873 QoQ

Shares Held

10,420

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#1,902

of 4,109 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $4,662,679 across 4 Oil & Gas Integrated names. CVX ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVE	Cenovus Energy Inc.	116,490	$2,890,116
2	CVX	Chevron Corp This page	10,420	$1,727,219
3	TTE	TotalEnergies SE	490	$38,102
4	BP	Bp PLC	196	$7,242

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,727,219	10,420	-4.9%	Shares	Sole	2026-07-24
2025-12-31	$1,669,346	10,953	-4.8%	Shares	Sole	2026-01-15
2025-09-30	$1,787,232	11,509	+2.2%	Shares	Sole	2025-10-24
2025-06-30	$1,611,889	11,257	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$1,849,558	11,056	+0.8%	Shares	Sole	2025-04-28
2024-12-31	$1,587,880	10,963	-0.2%	Shares	Sole	2025-01-30
2024-09-30	$1,617,171	10,981	+1.1%	Shares	Sole	2024-10-29
2024-06-30	$1,699,659	10,866	+0.8%	Shares	Sole	2024-07-16
2024-03-31	$1,699,963	10,777	+0.3%	Shares	Sole	2024-04-30
2023-12-31	$1,602,873	10,746	+7.0%	Shares	Sole	2024-01-25
2023-09-30	$1,693,113	10,041	+0.8%	Shares	Sole	2023-10-20
2023-06-30	$1,567,520	9,962	-99.4%	Shares	Sole	2023-07-25
2023-03-31	$1,014,006	1,651,282	+10054.9%	Shares	Sole	2023-05-15
2022-12-31	$2,918,686	16,261	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.