TRAPHAGEN INVESTMENT ADVISORS LLC

Position in CVX — Chevron Corp

CIK 2023380 ORADELL, NJ

Position in CVX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,298,428

-$673,897 QoQ

Shares Held

13,866

-3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#1,688

of 4,121 holders

Holding Since

Mar 2020

25 quarters on record

Energy · as of Jun 30, 2026

TRAPHAGEN INVESTMENT ADVISORS LLC holds $5,122,618 across 3 Oil & Gas Integrated names. CVX ranks #2 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	16,986	$2,322,325
2	CVX	Chevron Corp This page	13,866	$2,298,428
3	NFG	National Fuel Gas Co	6,500	$501,865

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,298,428	13,866	-3.5%	Shares	Sole	2026-07-16
2026-03-31	$2,972,325	14,366	+15.6%	Shares	Sole	2026-04-22
2025-12-31	$1,893,694	12,425	+0.6%	Shares	Sole	2026-01-27
2025-09-30	$1,918,142	12,352	+15.1%	Shares	Sole	2025-10-07
2025-06-30	$1,536,715	10,732	+2.6%	Shares	Sole	2025-07-23
2025-03-31	$1,749,184	10,456	+11.6%	Shares	Sole	2025-04-17
2024-12-31	$1,356,716	9,367	-0.1%	Shares	Sole	2025-01-17
2024-09-30	$1,380,361	9,373	-0.7%	Shares	Sole	2024-10-21
2024-06-30	$1,476,291	9,438	+0.8%	Shares	Sole	2024-07-23
2024-03-31	$1,476,604	9,361	-0.9%	Shares	Sole	2024-05-15
2023-12-31	$1,409,412	9,449	-1.9%	Shares	Sole	2024-06-17
2023-09-30	$1,624,147	9,632	-1.3%	Shares	Sole	2024-06-17
2023-06-30	$1,535,263	9,757	+82.9%	Shares	Sole	2024-06-17
2023-03-31	$870,458	5,335	-21.1%	Shares	Sole	2024-06-17
2022-12-31	$1,214,070	6,764	+8.6%	Shares	Sole	2024-06-17
2022-09-30	$894,776	6,228	+29.5%	Shares	Sole	2024-06-17
2022-06-30	$696,247	4,809	+29.0%	Shares	Sole	2024-06-17
2022-03-31	$607,193	3,729	-6.4%	Shares	Sole	2024-06-17
2021-12-31	$467,522	3,984	+3.2%	Shares	Sole	2024-06-17
2021-09-30	$391,698	3,861	-0.8%	Shares	Sole	2024-06-17
2021-06-30	$407,857	3,894	-16.3%	Shares	Sole	2024-06-17
2021-03-31	$487,797	4,655	+26.7%	Shares	Sole	2024-06-17
2020-12-31	$310,353	3,675	+36.1%	Shares	Sole	2024-06-17
2020-06-30	$240,921	2,700	-52.1%	Shares	Sole	2024-06-17
2020-03-31	$408,239	5,634	—	Shares	Sole	2024-06-17
No filing history on record for this holder in this stock.