Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,684,573
-$1,683,342 QoQ
Shares Held
34,294
-3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,027
of 4,109 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Frank, Rimerman Advisors LLC holds $11,706,574 across 7 Oil & Gas Integrated names. CVX ranks #1 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
34,294 | $5,684,573 | |
| 2 | SHEL |
Shell plc
|
21,281 | $1,650,128 | |
| 3 | SU |
Suncor Energy Inc
|
19,909 | $1,068,715 | |
| 4 | TTE |
TotalEnergies SE
|
12,594 | $979,309 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
55,216 | $892,290 | |
| 6 | BP |
Bp PLC
|
22,617 | $835,698 | |
| 7 | CVE |
Cenovus Energy Inc.
|
24,017 | $595,861 |
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,684,573 | 34,294 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $7,367,915 | 35,611 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $5,147,495 | 33,774 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,927,506 | 31,731 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,795,823 | 26,509 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,591,549 | 21,469 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,295,834 | 22,755 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,771,952 | 12,032 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,086,628 | 26,126 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $31,232 | 198 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $29,533 | 198 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||