Gateway Wealth Partners, LLC

Position in CVX — Chevron Corp

CIK 1966037 APPLETON, WI

Position in CVX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,259,444

-$1,334,254 QoQ

Shares Held

7,598

-39.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,141

of 4,105 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gateway Wealth Partners, LLC holds $5,527,690 across 5 Oil & Gas Integrated names. CVX ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	20,266	$2,770,767
2	CVX	Chevron Corp This page	7,598	$1,259,444
3	SHEL	Shell plc	10,720	$831,228
4	SU	Suncor Energy Inc	8,412	$451,556
5	TTE	TotalEnergies SE	2,761	$214,695

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,444	7,598	-39.4%	Shares	Sole	2026-08-04
2026-03-31	$2,593,698	12,536	+622.1%	Shares	Sole	2026-05-15
2025-12-31	$264,583	1,736	+33.2%	Shares	Sole	2026-02-11
2025-09-30	$202,342	1,303	+4.1%	Shares	Sole	2025-11-06
2025-03-31	$209,447	1,252	-52.1%	Shares	Sole	2025-05-01
2023-09-30	$440,604	2,613	+2.8%	Shares	Sole	2023-11-14
2023-06-30	$399,983	2,542	+0.8%	Shares	Sole	2023-08-14
2023-03-31	$411,652	2,523	-10.1%	Shares	Sole	2023-05-10
2022-12-31	$503,828	2,807	—	Shares	Sole	2023-02-16
No filing history on record for this holder in this stock.