ALTFEST L J & CO INC

Position in CVX — Chevron Corp

CIK 712050 NEW YORK, NY

Position in CVX

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

Position Value

$652,099

-$81,361 QoQ

Shares Held

3,934

+11.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,770

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

ALTFEST L J & CO INC holds $4,831,994 across 4 Oil & Gas Integrated names. CVX ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	25,521	$3,489,231
2	CVX	Chevron Corp This page	3,934	$652,099
3	YPF	Ypf Sociedad Anonima	10,512	$477,980
4	BP	Bp PLC	5,756	$212,684

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$652,099	3,934	+11.0%	Shares	Sole	2026-07-30
2026-03-31	$733,460	3,545	-0.6%	Shares	Sole	2026-04-28
2025-12-31	$543,646	3,567	+2.1%	Shares	Sole	2026-01-23
2025-09-30	$542,272	3,492	+42.2%	Shares	Sole	2025-10-21
2025-06-30	$351,674	2,456	+5.7%	Shares	Sole	2025-08-08
2025-03-31	$388,614	2,323	-1.8%	Shares	Sole	2025-05-09
2024-12-31	$342,691	2,366	+0.8%	Shares	Sole	2025-02-07
2024-09-30	$345,789	2,348	+8.3%	Shares	Sole	2024-11-05
2024-06-30	$339,118	2,168	+2.9%	Shares	Sole	2024-08-07
2024-03-31	$332,200	2,106	+0.1%	Shares	Sole	2024-04-22
2023-12-31	$313,683	2,103	+0.1%	Shares	Sole	2024-01-18
2023-09-30	$354,270	2,101	-14.7%	Shares	Sole	2023-10-26
2023-06-30	$387,553	2,463	-2.4%	Shares	Sole	2023-08-09
2023-03-31	$411,815	2,524	-20.2%	Shares	Sole	2023-04-20
2022-12-31	$567,367	3,161	+1.1%	Shares	Sole	2023-02-02
2022-09-30	$449,399	3,128	+6.9%	Shares	Sole	2022-11-15
2022-06-30	$423,481	2,925	-0.1%	Shares	Sole	2022-08-04
2022-03-31	$476,766	2,928	+2.1%	Shares	Sole	2022-05-02
2021-12-31	$336,677	2,869	-22.4%	Shares	Sole	2022-01-24
2021-09-30	$375,162	3,698	-1.2%	Shares	Sole	2021-10-12
2021-06-30	$392,041	3,743	+0.7%	Shares	Sole	2021-07-28
2021-03-31	$389,609	3,718	-24.4%	Shares	Sole	2021-05-07
2020-12-31	$415,578	4,921	+1.5%	Shares	Sole	2021-01-21
2020-09-30	$349,128	4,849	-33.6%	Shares	Sole	2020-10-29
2020-06-30	$651,914	7,306	+30.1%	Shares	Sole	2020-07-21
2020-03-31	$406,790	5,614	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.