Envestnet Portfolio Solutions, Inc.

Position in CVX — Chevron Corp

CIK 1998033 BERWYN, PA

Position in CVX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$23,433,822

-$4,168,707 QoQ

Shares Held

141,372

+6.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#445

of 4,109 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $28,850,936 across 6 Oil & Gas Integrated names. CVX ranks #1 (81.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	141,372	$23,433,822
2	TTE	TotalEnergies SE	27,608	$2,146,798
3	SU	Suncor Energy Inc	36,079	$1,936,720
4	SHEL	Shell plc	10,213	$791,916
5	BP	Bp PLC	7,913	$292,385
6	E	Eni Spa	5,320	$249,295

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,433,822	141,372	+6.0%	Shares	Sole	2026-07-20
2026-03-31	$27,602,529	133,410	-40.0%	Shares	Sole	2026-04-29
2025-12-31	$33,888,363	222,350	-3.3%	Shares	Sole	2026-02-06
2025-09-30	$35,722,756	230,039	+2.6%	Shares	Sole	2025-10-30
2025-06-30	$32,107,350	224,229	+2.1%	Shares	Sole	2025-07-25
2025-03-31	$36,747,423	219,663	-15.6%	Shares	Sole	2025-04-21
2024-12-31	$37,689,975	260,218	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$38,313,321	260,157	-5.0%	Shares	Sole	2024-10-31
2024-06-30	$42,815,751	273,723	+4.5%	Shares	Sole	2024-07-16
2024-03-31	$41,332,454	262,029	+29.8%	Shares	Sole	2024-05-06
2023-12-31	$30,109,885	201,863	+33.1%	Shares	Sole	2024-02-07
2023-09-30	$25,576,956	151,684	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.