INDEPENDENT FINANCIAL GROUP, LLC

Position in CVX — Chevron Corp

CIK 275484 SAN DIEGO, CA

Position in CVX

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,448,229

-$3,185,655 QoQ

Shares Held

38,901

-16.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#959

of 4,099 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

INDEPENDENT FINANCIAL GROUP, LLC holds $20,199,289 across 6 Oil & Gas Integrated names. CVX ranks #2 (31.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	76,288	$10,430,095
2	CVX	Chevron Corp This page	38,901	$6,448,229
3	PBR	Petrobras - Petroleo Brasileiro SA	94,641	$1,529,398
4	SHEL	Shell plc	13,902	$1,077,961
5	BP	Bp PLC	13,294	$491,213
6	TTE	TotalEnergies SE	2,860	$222,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,448,229	38,901	-16.5%	Shares	Sole	2026-07-15
2026-03-31	$9,633,884	46,563	+53.3%	Shares	Sole	2026-05-15
2025-12-31	$4,628,691	30,370	+4.1%	Shares	Sole	2026-05-15
2025-09-30	$4,530,585	29,175	+1.0%	Shares	Sole	2026-05-15
2025-06-30	$4,136,043	28,885	-12.7%	Shares	Sole	2026-05-15
2025-03-31	$5,532,949	33,074	+31.2%	Shares	Sole	2026-05-19
2024-12-31	$3,650,981	25,207	-3.9%	Shares	Sole	2026-06-12
2024-09-30	$3,860,977	26,217	-14.2%	Shares	Sole	2026-06-12
2024-06-30	$4,778,161	30,547	+8.1%	Shares	Sole	2026-06-12
2024-03-31	$4,456,785	28,254	-2.5%	Shares	Sole	2026-06-12
2023-12-31	$4,322,656	28,980	-5.1%	Shares	Sole	2026-06-12
2023-09-30	$5,149,486	30,539	+19.8%	Shares	Sole	2026-06-12
2023-06-30	$4,011,166	25,492	+5.2%	Shares	Sole	2026-06-12
2023-03-31	$3,953,040	24,228	+11.0%	Shares	Sole	2026-06-12
2022-12-31	$3,917,010	21,823	+7.4%	Shares	Sole	2026-06-15
2022-09-30	$2,919,661	20,322	+33.8%	Shares	Sole	2026-06-15
2022-06-30	$2,199,497	15,192	-12.8%	Shares	Sole	2026-06-12
2022-03-31	$2,837,964	17,429	-15.3%	Shares	Sole	2026-06-12
2021-12-31	$2,413,537	20,567	-4.4%	Shares	Sole	2026-06-15
2021-09-30	$2,181,580	21,504	-4.6%	Shares	Sole	2026-06-15
2021-06-30	$2,360,839	22,540	-9.7%	Shares	Sole	2026-06-15
2021-03-31	$2,615,139	24,956	+210.6%	Shares	Sole	2026-06-15
2020-12-31	$678,555	8,035	+6.5%	Shares	Sole	2026-06-15
2020-09-30	$543,168	7,544	-27.9%	Shares	Sole	2026-06-15
2020-06-30	$933,791	10,465	+30.2%	Shares	Sole	2026-06-15
2020-03-31	$582,361	8,037	—	Shares	Sole	2026-06-15
No filing history on record for this holder in this stock.