Trifecta Capital Advisors, LLC

Position in CVX — Chevron Corp

CIK 1962615 NORTHBROOK, IL

Position in CVX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$726,691

-$175,393 QoQ

Shares Held

4,384

+0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,673

of 4,109 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Trifecta Capital Advisors, LLC holds $1,626,038 across 7 Oil & Gas Integrated names. CVX ranks #2 (44.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	6,506	$889,500
2	CVX	Chevron Corp This page	4,384	$726,691
3	SHEL	Shell plc	44	$3,411
4	IMO	Imperial Oil Ltd	23	$2,576
5	EQNR	Equinor ASA	49	$1,538
6	TTE	TotalEnergies SE	18	$1,399
7	BP	Bp PLC	25	$923

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$726,691	4,384	+0.6%	Shares	Sole	2026-08-03
2026-03-31	$902,084	4,360	0.0%	Shares	Sole	2026-05-01
2025-12-31	$664,507	4,360	-1.6%	Shares	Sole	2026-01-30
2025-09-30	$688,089	4,431	-1.6%	Shares	Sole	2025-11-03
2025-06-30	$644,927	4,504	+22.0%	Shares	Sole	2025-07-23
2025-03-31	$617,467	3,691	-85.6%	Shares	Sole	2025-04-21
2024-12-31	$3,707,759	25,599	-3.7%	Shares	Sole	2025-02-04
2024-09-30	$3,914,583	26,581	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$4,103,991	26,237	+7.3%	Shares	Sole	2024-08-07
2024-03-31	$3,855,481	24,442	+9.9%	Shares	Sole	2024-04-16
2023-12-31	$3,316,125	22,232	+8.5%	Shares	Sole	2024-01-25
2023-09-30	$3,455,866	20,495	+23.2%	Shares	Sole	2023-11-01
2023-06-30	$2,618,461	16,641	+7.2%	Shares	Sole	2023-08-14
2023-03-31	$2,533,222	15,526	+10.1%	Shares	Sole	2023-05-09
2022-12-31	$2,530,091	14,096	—	Shares	Sole	2023-01-18
No filing history on record for this holder in this stock.