Cassaday & Co Wealth Management LLC

Position in CVX — Chevron Corp

CIK 1963612 MCLEAN, VA

Position in CVX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,774,325

-$690,629 QoQ

Shares Held

16,737

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#1,556

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

Cassaday & Co Wealth Management LLC holds $11,529,213 across 9 Oil & Gas Integrated names. CVX ranks #2 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	60,042	$8,208,942
2	CVX	Chevron Corp This page	16,737	$2,774,325
3	SHEL	Shell plc	3,612	$280,074
4	BP	Bp PLC	2,445	$90,342
5	E	Eni Spa	1,500	$70,290
6	SU	Suncor Energy Inc	804	$43,158
7	TTE	TotalEnergies SE	400	$31,104
8	NFG	National Fuel Gas Co	400	$30,884

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,774,325	16,737	-0.1%	Shares	Sole	2026-08-10
2026-03-31	$3,464,954	16,747	-4.6%	Shares	Sole	2026-05-07
2025-12-31	$2,675,252	17,553	-0.4%	Shares	Sole	2026-02-03
2025-09-30	$2,736,520	17,622	+25.8%	Shares	Sole	2025-11-07
2025-06-30	$2,005,662	14,007	-1.7%	Shares	Sole	2025-08-05
2025-03-31	$2,383,547	14,248	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$2,061,942	14,236	-0.7%	Shares	Sole	2025-02-03
2024-09-30	$2,111,999	14,341	-3.2%	Shares	Sole	2024-11-07
2024-06-30	$2,318,457	14,822	-4.0%	Shares	Sole	2024-07-30
2024-03-31	$2,435,032	15,437	+0.3%	Shares	Sole	2024-05-08
2023-12-31	$2,294,677	15,384	+1.9%	Shares	Sole	2024-02-14
2023-09-30	$2,546,330	15,101	+1.9%	Shares	Sole	2023-11-06
2023-06-30	$2,332,399	14,823	+0.6%	Shares	Sole	2023-08-07
2023-03-31	$2,404,488	14,737	-1.6%	Shares	Sole	2023-05-03
2022-12-31	$2,689,119	14,982	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.