New England Capital Financial Advisors LLC

Position in CVX — Chevron Corp

CIK 1964652 MERIDEN, CT

Position in CVX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$468,935

-$115,557 QoQ

Shares Held

2,829

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#3,060

of 4,099 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $1,790,343 across 6 Oil & Gas Integrated names. CVX ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	8,616	$1,177,979
2	CVX	Chevron Corp This page	2,829	$468,935
3	BP	Bp PLC	1,702	$62,888
4	NFG	National Fuel Gas Co	602	$46,480
5	SHEL	Shell plc	338	$26,208
6	TTE	TotalEnergies SE	101	$7,853

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,935	2,829	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$584,492	2,825	+0.1%	Shares	Sole	2026-04-27
2025-12-31	$430,101	2,822	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$437,607	2,818	+0.1%	Shares	Sole	2025-10-22
2025-06-30	$403,079	2,815	-1.7%	Shares	Sole	2025-08-08
2025-03-31	$478,951	2,863	+0.1%	Shares	Sole	2025-05-05
2024-12-31	$414,097	2,859	+0.1%	Shares	Sole	2025-02-04
2024-09-30	$420,603	2,856	+11.0%	Shares	Sole	2024-10-30
2024-06-30	$402,312	2,572	+0.1%	Shares	Sole	2024-07-29
2024-03-31	$405,234	2,569	+0.2%	Shares	Sole	2024-05-02
2023-12-31	$382,595	2,565	+0.5%	Shares	Sole	2024-02-01
2023-09-30	$430,318	2,552	+0.1%	Shares	Sole	2023-11-06
2023-06-30	$401,085	2,549	+0.1%	Shares	Sole	2023-08-02
2023-03-31	$415,405	2,546	+0.1%	Shares	Sole	2023-05-04
2022-12-31	$456,622	2,544	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.