OneAscent Family Office, LLC
Family OfficePosition in CVX — Chevron Corp
CIK 2055812
BIRMINGHAM, AL
Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$677,626
-$149,974 QoQ
Shares Held
4,088
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#2,732
of 4,109 holders
Holding Since
Dec 2024
7 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, 2026OneAscent Family Office, LLC holds $2,233,147 across 4 Oil & Gas Integrated names. CVX ranks #2 (30.3% of the industry book) .
All Filings in CVX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,626 | 4,088 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $827,600 | 4,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $552,638 | 3,626 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $499,723 | 3,218 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $426,992 | 2,982 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $819,386 | 4,898 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $337,622 | 2,331 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||