Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$415,560
-$120,104 QoQ
Shares Held
2,507
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#3,171
of 4,099 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $2,294,405 across 12 Oil & Gas Integrated names. CVX ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,245 | $717,096 | |
| 2 | SHEL |
Shell plc
|
7,978 | $618,614 | |
| 3 | CVX |
Chevron Corp
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|
2,507 | $415,560 | |
| 4 | TTE |
TotalEnergies SE
|
3,548 | $275,892 | |
| 5 | BP |
Bp PLC
|
2,877 | $106,305 | |
| 6 | EQNR |
Equinor ASA
|
1,886 | $59,220 | |
| 7 | NFG |
National Fuel Gas Co
|
370 | $28,567 | |
| 8 | SU |
Suncor Energy Inc
|
415 | $22,277 |
All Filings in CVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,560 | 2,507 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $535,664 | 2,589 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $427,357 | 2,804 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $456,707 | 2,941 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $418,973 | 2,926 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $520,773 | 3,113 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $463,053 | 3,197 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $491,881 | 3,340 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $540,743 | 3,457 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $530,637 | 3,364 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $466,274 | 3,126 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||