Position in CVX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,057,292
-$2,362,553 QoQ
Shares Held
54,641
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#786
of 4,109 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. CVX ranks #2 (39.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
76,627 | $10,476,443 | |
| 2 | CVX |
Chevron Corp
This page
|
54,641 | $9,057,292 | |
| 3 | SHEL |
Shell plc
|
35,204 | $2,729,718 | |
| 4 | BP |
Bp PLC
|
8,271 | $305,613 | |
| 5 | TTE |
TotalEnergies SE
|
1,411 | $109,719 | |
| 6 | NFG |
National Fuel Gas Co
|
252 | $19,456 | |
| 7 | SU |
Suncor Energy Inc
|
320 | $17,177 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58 | $937 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,057,292 | 54,641 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $11,419,845 | 55,195 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,472,624 | 55,591 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,868,922 | 57,112 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,193,474 | 57,221 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $9,851,373 | 58,888 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $8,671,136 | 59,867 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $9,264,755 | 62,910 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $9,948,781 | 63,603 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $9,989,831 | 63,331 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $9,436,458 | 63,264 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $11,296,865 | 66,996 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $10,395,327 | 66,065 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $11,041,200 | 67,671 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $12,141,960 | 67,647 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $9,867,399 | 68,681 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $9,871,824 | 68,185 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $10,109,951 | 62,089 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $6,861,454 | 58,470 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $5,853,665 | 57,700 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $5,777,877 | 55,164 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $5,633,196 | 53,757 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $4,376,959 | 51,829 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $3,767,184 | 52,322 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $4,935,043 | 55,307 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $3,938,635 | 54,356 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||