Provenance Wealth Advisors, LLC

Position in CVX — Chevron Corp

CIK 2081584 FORT LAUDERDALE, FL

Position in CVX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$498,274

+$19,715 QoQ

Shares Held

3,006

+30.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#3,016

of 4,109 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Provenance Wealth Advisors, LLC holds $1,197,163 across 6 Oil & Gas Integrated names. CVX ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	3,006	$498,274
2	XOM	ExxonMobil Holdings Corp	3,202	$437,777
3	SU	Suncor Energy Inc	3,360	$180,364
4	TTE	TotalEnergies SE	526	$40,901
5	SHEL	Shell plc	390	$30,240
6	BP	Bp PLC	260	$9,607

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498,274	3,006	+30.0%	Shares	Sole	2026-07-24
2026-03-31	$478,559	2,313	0.0%	Shares	Sole	2026-04-20
2025-12-31	$352,524	2,313	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$364,931	2,350	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$339,360	2,370	-49.5%	Shares	Sole	2025-08-15
2025-03-31	$784,590	4,690	-54.8%	Shares	Sole	2025-08-15
2024-12-31	$1,502,715	10,375	+33.8%	Shares	Sole	2025-08-15
2024-09-30	$1,141,637	7,752	+5.8%	Shares	Sole	2025-08-15
2024-06-30	$1,145,776	7,325	+1.9%	Shares	Sole	2025-08-15
2024-03-31	$1,134,150	7,190	+3.9%	Shares	Sole	2025-08-15
2023-12-31	$1,032,187	6,920	+6.4%	Shares	Sole	2025-08-15
2023-09-30	$1,096,367	6,502	—	Shares	Sole	2025-08-15
No filing history on record for this holder in this stock.