Concurrent Investment Advisors, LLC

Position in CVX — Chevron Corp

CIK 2001015 Tampa, FL

Position in CVX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$30,527,355

-$3,121,205 QoQ

Shares Held

184,166

+13.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#383

of 4,105 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $39,012,801 across 8 Oil & Gas Integrated names. CVX ranks #1 (78.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	184,166	$30,527,355
2	SHEL	Shell plc	57,585	$4,465,140
3	TTE	TotalEnergies SE	17,633	$1,371,141
4	BP	Bp PLC	34,423	$1,271,929
5	NFG	National Fuel Gas Co	8,133	$627,948
6	PBR	Petrobras - Petroleo Brasileiro SA	17,355	$280,456
7	E	Eni Spa	5,306	$248,638
8	SU	Suncor Energy Inc	4,102	$220,194

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,527,355	184,166	+13.2%	Shares	Sole	2026-07-27
2026-03-31	$33,648,560	162,632	+10.3%	Shares	Sole	2026-04-21
2025-12-31	$22,470,110	147,432	+21.8%	Shares	Sole	2026-01-29
2025-09-30	$18,800,494	121,067	-0.6%	Shares	Sole	2025-10-27
2025-06-30	$17,438,966	121,789	+8.6%	Shares	Sole	2025-07-25
2025-03-31	$18,768,097	112,189	+33.6%	Shares	Sole	2025-04-29
2024-12-31	$12,163,083	83,976	-8.6%	Shares	Sole	2025-02-03
2024-09-30	$13,528,074	91,859	+13.8%	Shares	Sole	2024-10-30
2024-06-30	$12,624,345	80,708	+27.7%	Shares	Sole	2024-07-30
2024-03-31	$9,971,376	63,214	-6.9%	Shares	Sole	2024-05-07
2023-12-31	$10,124,085	67,874	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.