Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$73,619,486
-$20,011,040 QoQ
Shares Held
444,133
-1.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#230
of 4,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $89,167,052 across 7 Oil & Gas Integrated names. CVX ranks #1 (82.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
444,133 | $73,619,486 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
105,675 | $14,447,886 | |
| 3 | SHEL |
Shell plc
|
9,362 | $725,929 | |
| 4 | TTE |
TotalEnergies SE
|
1,978 | $153,809 | |
| 5 | SU |
Suncor Energy Inc
|
2,000 | $107,360 | |
| 6 | BP |
Bp PLC
|
1,704 | $62,962 | |
| 7 | CVE |
Cenovus Energy Inc.
|
2,000 | $49,620 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,619,486 | 444,133 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $93,630,526 | 452,540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $72,934,738 | 478,543 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $77,040,766 | 496,109 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $72,762,141 | 508,151 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $86,013,826 | 514,160 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $77,402,496 | 534,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $79,787,646 | 541,778 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $85,354,796 | 545,677 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $82,505,118 | 523,045 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $67,720,131 | 454,010 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $46,512,140 | 275,840 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $32,135,747 | 204,231 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $11,141,217 | 68,284 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $12,578,838 | 70,081 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $9,365,128 | 65,185 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $9,397,814 | 64,911 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $11,268,161 | 69,202 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $8,146,906 | 69,424 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $7,402,603 | 72,968 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $8,045,184 | 76,811 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $8,216,374 | 78,408 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $7,475,260 | 88,517 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $6,425,352 | 89,241 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $14,974,935 | 167,824 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $29,222,610 | 403,293 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||