Position in CVX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,131,611
+$3,803 QoQ
Shares Held
6,827
+25.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#2,259
of 4,105 holders
Holding Since
Sep 2024
8 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, 2026Ascentis Wealth Management, LLC holds $7,696,747 across 9 Oil & Gas Integrated names. CVX ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
44,969 | $6,148,077 | |
| 2 | CVX |
Chevron Corp
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|
6,827 | $1,131,611 | |
| 3 | SHEL |
Shell plc
|
2,718 | $210,753 | |
| 4 | TTE |
TotalEnergies SE
|
978 | $76,049 | |
| 5 | SU |
Suncor Energy Inc
|
1,120 | $60,121 | |
| 6 | BP |
Bp PLC
|
1,546 | $57,124 | |
| 7 | E |
Eni Spa
|
95 | $4,450 | |
| 8 | EQNR |
Equinor ASA
|
141 | $4,426 |
All Filings in CVX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,611 | 6,827 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,127,808 | 5,451 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,108,298 | 7,272 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,068,068 | 6,878 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $575,037 | 4,016 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,085,009 | 6,486 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $174,530 | 1,205 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $181,433 | 1,232 | Shares | Sole | 2024-10-11 | |
| No filing history on record for this holder in this stock. | ||||||