Portside Wealth Group, LLC

Position in CVX — Chevron Corp

CIK 1978608 Provo, UT

Position in CVX

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$4,233,509

-$927,404 QoQ

Shares Held

25,540

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,231

of 4,099 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Portside Wealth Group, LLC holds $11,257,783 across 6 Oil & Gas Integrated names. CVX ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	25,540	$4,233,509
2	SHEL	Shell plc	42,506	$3,295,914
3	XOM	ExxonMobil Holdings Corp	18,670	$2,552,562
4	TTE	TotalEnergies SE	8,243	$640,975
5	BP	Bp PLC	8,939	$330,295
6	NFG	National Fuel Gas Co	2,649	$204,528

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,233,509	25,540	+2.4%	Shares	Sole	2026-07-14
2026-03-31	$5,160,913	24,944	-5.9%	Shares	Other	2026-05-12
2025-12-31	$4,041,912	26,520	+3.1%	Shares	Other	2026-01-21
2025-09-30	$3,995,455	25,729	+12.6%	Shares	Other	2025-11-05
2025-06-30	$3,272,464	22,854	+0.7%	Shares	Other	2025-08-11
2025-03-31	$3,796,144	22,692	+17.9%	Shares	Sole	2025-04-14
2024-12-31	$2,788,748	19,254	+6.7%	Shares	Other	2025-04-14
2024-09-30	$2,657,044	18,042	-1.4%	Shares	Other	2024-10-31
2024-06-30	$2,862,173	18,298	+0.5%	Shares	Other	2024-07-18
2024-03-31	$2,871,814	18,206	+21.8%	Shares	Other	2024-04-17
2023-12-31	$2,229,792	14,949	+0.2%	Shares	Other	2024-01-16
2023-09-30	$2,515,810	14,920	+1.5%	Shares	Other	2023-10-27
2023-06-30	$2,313,202	14,701	—	Shares	Other	2023-09-01
No filing history on record for this holder in this stock.