Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$18,067
-$297,662 QoQ
Shares Held
109
-92.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,064
of 4,109 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Whipplewood Advisors, LLC holds $69,003 across 8 Oil & Gas Integrated names. CVX ranks #1 (26.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
109 | $18,067 | |
| 2 | TTE |
TotalEnergies SE
|
196 | $15,240 | |
| 3 | SHEL |
Shell plc
|
190 | $14,732 | |
| 4 | XOM |
ExxonMobil Holdings Corp
|
85 | $11,621 | |
| 5 | BP |
Bp PLC
|
147 | $5,431 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
114 | $1,842 | |
| 7 | EQNR |
Equinor ASA
|
34 | $1,067 | |
| 8 | NFG |
National Fuel Gas Co
|
13 | $1,003 |
All Filings in CVX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,067 | 109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $315,729 | 1,526 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $158,201 | 1,038 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $155,290 | 1,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $279,933 | 1,955 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $204,093 | 2,073 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $296,775 | 2,049 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||