Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,880,033
-$1,925,009 QoQ
Shares Held
41,506
-2.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#912
of 4,105 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026JPL Wealth Management, LLC holds $12,567,718 across 8 Oil & Gas Integrated names. CVX ranks #1 (54.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
41,506 | $6,880,033 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
41,274 | $5,642,981 | |
| 3 | SHEL |
Shell plc
|
238 | $18,453 | |
| 4 | TTE |
TotalEnergies SE
|
175 | $13,607 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
288 | $4,653 | |
| 6 | BP |
Bp PLC
|
91 | $3,362 | |
| 7 | SU |
Suncor Energy Inc
|
46 | $2,468 | |
| 8 | NFG |
National Fuel Gas Co
|
28 | $2,161 |
All Filings in CVX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,880,033 | 41,506 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,805,042 | 42,557 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $6,472,090 | 42,465 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,823,908 | 43,943 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,246,520 | 43,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,264,066 | 43,422 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,038,958 | 41,694 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $4,387,581 | 28,050 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,180,110 | 26,500 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,908,769 | 19,501 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||