Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,678,711
-$782,466 QoQ
Shares Held
22,193
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,332
of 4,109 holders
Holding Since
Dec 2022
15 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $18,668,465 across 10 Oil & Gas Integrated names. CVX ranks #2 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
49,939 | $6,827,660 | |
| 2 | CVX |
Chevron Corp
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|
22,193 | $3,678,711 | |
| 3 | SHEL |
Shell plc
|
33,062 | $2,563,627 | |
| 4 | YPF |
Ypf Sociedad Anonima
|
47,750 | $2,171,192 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
68,249 | $1,102,903 | |
| 6 | BP |
Bp PLC
|
25,777 | $952,460 | |
| 7 | TTE |
TotalEnergies SE
|
6,016 | $467,804 | |
| 8 | EQNR |
Equinor ASA
|
14,510 | $455,614 |
All Filings in CVX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,678,711 | 22,193 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,461,177 | 21,562 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,456,353 | 22,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,647,762 | 23,490 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,227,216 | 22,538 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,184,699 | 19,037 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,918,381 | 20,149 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,678,694 | 18,189 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,653,352 | 16,963 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,071,986 | 19,475 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,877,147 | 19,289 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,794,876 | 16,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,298,096 | 14,605 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,651,668 | 10,123 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,955,005 | 10,892 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||