Position in CVX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,541,568
+$40,095 QoQ
Shares Held
9,300
+28.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#1,982
of 4,109 holders
Holding Since
Mar 2023
14 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, 2026Root Financial Partners, LLC holds $1,759,762 across 2 Oil & Gas Integrated names. CVX ranks #1 (87.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
9,300 | $1,541,568 | |
| 2 | TTE |
TotalEnergies SE
|
2,806 | $218,194 |
All Filings in CVX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,541,568 | 9,300 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,501,473 | 7,257 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,151,305 | 7,554 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,351,178 | 8,701 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,095,117 | 7,648 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,098,760 | 6,568 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $924,079 | 6,380 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $613,232 | 4,164 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $645,701 | 4,128 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $665,189 | 4,217 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $562,780 | 3,773 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $619,847 | 3,676 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $578,103 | 3,674 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $625,229 | 3,832 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||