RFG - Bristol Wealth Advisors, LLC

Position in CVX — Chevron Corp

CIK 2055104 TAUNTON, MA

Position in CVX

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

Position Value

$1,081,584

-$276,093 QoQ

Shares Held

6,525

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#2,295

of 4,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

RFG - Bristol Wealth Advisors, LLC holds $7,900,631 across 4 Oil & Gas Integrated names. CVX ranks #4 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	23,400	$3,199,248
2	BP	Bp PLC	51,466	$1,901,668
3	SHEL	Shell plc	22,158	$1,718,131
4	CVX	Chevron Corp This page	6,525	$1,081,584

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,081,584	6,525	-0.6%	Shares	Sole	2026-07-27
2026-03-31	$1,357,677	6,562	-1.5%	Shares	Sole	2026-05-05
2025-12-31	$1,015,050	6,660	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$1,092,620	7,036	+25.3%	Shares	Sole	2025-10-22
2025-06-30	$804,155	5,616	-21.4%	Shares	Sole	2025-08-06
2025-03-31	$1,195,621	7,147	-5.0%	Shares	Sole	2025-05-08
2024-12-31	$1,090,210	7,527	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.