FLAGSHIP WEALTH ADVISORS, LLC

Position in CVX — Chevron Corp

CIK 2036117 WAKEFIELD, MA

Position in CVX

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,227,287

+$3,267 QoQ

Shares Held

7,404

+25.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#2,173

of 4,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

FLAGSHIP WEALTH ADVISORS, LLC holds $1,291,797 across 5 Oil & Gas Integrated names. CVX ranks #1 (95.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	7,404	$1,227,287
2	BP	Bp PLC	1,033	$38,169
3	SHEL	Shell plc	218	$16,903
4	PBR	Petrobras - Petroleo Brasileiro SA	500	$8,080
5	E	Eni Spa	29	$1,358

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,227,287	7,404	+25.2%	Shares	Sole	2026-07-27
2026-03-31	$1,224,020	5,916	-20.7%	Shares	Sole	2026-06-01
2025-12-31	$1,137,283	7,462	-0.9%	Shares	Sole	2026-02-11
2025-09-30	$1,168,867	7,527	+2.9%	Shares	Sole	2025-10-30
2025-06-30	$1,047,578	7,316	-0.4%	Shares	Sole	2025-08-07
2025-03-31	$1,228,912	7,346	-0.7%	Shares	Sole	2025-05-12
2024-12-31	$1,071,236	7,396	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.