Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,889,950
-$1,697,073 QoQ
Shares Held
35,533
-3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,007
of 4,109 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $9,704,001 across 7 Oil & Gas Integrated names. CVX ranks #1 (60.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
35,533 | $5,889,950 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
26,338 | $3,600,931 | |
| 3 | SHEL |
Shell plc
|
1,074 | $83,277 | |
| 4 | BP |
Bp PLC
|
1,771 | $65,438 | |
| 5 | SU |
Suncor Energy Inc
|
588 | $31,563 | |
| 6 | TTE |
TotalEnergies SE
|
333 | $25,894 | |
| 7 | NFG |
National Fuel Gas Co
|
90 | $6,948 |
All Filings in CVX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,889,950 | 35,533 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,587,023 | 36,670 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,725,281 | 37,565 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,012,052 | 38,715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,577,393 | 38,951 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,724,054 | 40,194 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,871,813 | 40,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,496,705 | 37,324 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,594,830 | 35,768 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,163,303 | 32,733 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,885,437 | 32,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,347,951 | 31,716 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,187,357 | 32,967 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,413,322 | 33,178 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,091,172 | 33,936 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,080,745 | 35,364 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||