Medallion Wealth Advisors, LLC

Position in CVX — Chevron Corp

CIK 2131139 FARMINGTON, CT

Position in CVX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$406,443

-$174,734 QoQ

Shares Held

2,452

-12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#3,202

of 4,109 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Medallion Wealth Advisors, LLC holds $2,188,280 across 6 Oil & Gas Integrated names. CVX ranks #2 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	10,207	$1,395,501
2	CVX	Chevron Corp This page	2,452	$406,443
3	TTE	TotalEnergies SE	2,592	$201,553
4	SHEL	Shell plc	1,542	$119,566
5	BP	Bp PLC	1,650	$60,967
6	PBR	Petrobras - Petroleo Brasileiro SA	263	$4,250

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,443	2,452	-12.7%	Shares	Sole	2026-08-14
2026-03-31	$581,177	2,809	+24.5%	Shares	Sole	2026-04-24
2025-12-31	$343,831	2,256	+0.0%	Shares	Sole	2026-04-24
2025-09-30	$350,176	2,255	+2.8%	Shares	Sole	2026-04-24
2025-06-30	$314,155	2,194	-4.8%	Shares	Sole	2026-04-24
2025-03-31	$385,433	2,304	+4.3%	Shares	Sole	2026-04-24
2024-12-31	$320,090	2,210	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.