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Financial Perspectives, Inc

Position in CVX — Chevron Corp

CIK 2003287 MINNEAPOLIS, MN

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$91,002
-$107,622 QoQ
Shares Held
549
-42.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3,944
of 4,099 holders
Holding Since
Mar 2020
26 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, 2026

Financial Perspectives, Inc holds $461,542 across 7 Oil & Gas Integrated names. CVX ranks #2 (19.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CVX
Chevron Corp
This page
549 $91,002

All Filings in CVX

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $91,002 549
2026-03-31 $198,624 960
2025-12-31 $269,765 1,770
2025-09-30 $274,086 1,765
2025-06-30 $288,527 2,015
2025-03-31 $283,891 1,697
2024-12-31 $301,846 2,084
2024-09-30 $306,910 2,084
2024-06-30 $325,979 2,084
2024-03-31 $328,730 2,084
2023-12-31 $321,290 2,154
2023-09-30 $363,207 2,154
2023-06-30 $346,327 2,201
2023-03-31 $358,788 2,199
2022-12-31 $394,339 2,197
2022-09-30 $315,499 2,196
2022-06-30 $317,647 2,194
2022-03-31 $357,086 2,193
2021-12-31 $235,990 2,011
2021-09-30 $204,015 2,011
2021-06-30 $210,632 2,011
2021-03-31 $2,056 215,448
2020-12-31 $173,629 2,056
2020-09-30 $144,792 2,011
2020-06-30 $179,441 2,011
2020-03-31 $145,717 2,011