ELEVATION WEALTH PARTNERS, LLC

Position in CVX — Chevron Corp

CIK 1976256 WALNUT CREEK, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$641,822

-$129,708 QoQ

Shares Held

3,872

+3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.72%

of 13F equity value

Holder Rank

#2,784

of 4,105 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $678,081 across 6 Oil & Gas Integrated names. CVX ranks #1 (94.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	3,872	$641,822
2	TTE	TotalEnergies SE	198	$15,396
3	EQNR	Equinor ASA	236	$7,410
4	CVE	Cenovus Energy Inc.	270	$6,698
5	E	Eni Spa	131	$6,138
6	NFG	National Fuel Gas Co	8	$617

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$641,822	3,872	+3.8%	Shares	Sole	2026-07-08
2026-03-31	$771,530	3,729	+0.7%	Shares	Sole	2026-04-14
2025-12-31	$564,526	3,704	-3.5%	Shares	Sole	2026-01-09
2025-09-30	$596,313	3,840	-4.6%	Shares	Sole	2025-10-14
2025-06-30	$576,196	4,024	+0.9%	Shares	Sole	2025-07-08
2025-03-31	$667,487	3,990	+0.1%	Shares	Sole	2025-04-09
2024-12-31	$577,477	3,987	-3.9%	Shares	Sole	2025-01-29
2024-09-30	$611,023	4,149	+19.6%	Shares	Sole	2024-10-04
2024-06-30	$542,620	3,469	-2.9%	Shares	Sole	2024-07-09
2024-03-31	$563,289	3,571	+87.4%	Shares	Sole	2024-04-19
2023-12-31	$284,298	1,906	+61.3%	Shares	Sole	2024-01-17
2023-09-30	$199,308	1,182	+0.2%	Shares	Sole	2023-10-10
2023-06-30	$185,673	1,180	+0.2%	Shares	Sole	2023-07-06
2023-03-31	$192,202	1,178	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.