VALLEY NATIONAL ADVISERS INC

Position in CVX — Chevron Corp

CIK 773411 BETHLEHEM, PA

Position in CVX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$366,661

-$93,484 QoQ

Shares Held

2,212

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#3,299

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

VALLEY NATIONAL ADVISERS INC holds $552,287 across 5 Oil & Gas Integrated names. CVX ranks #1 (66.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	2,212	$366,661
2	BP	Bp PLC	1,905	$70,389
3	NFG	National Fuel Gas Co	700	$54,047
4	SHEL	Shell plc	443	$34,350
5	SU	Suncor Energy Inc	500	$26,840

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,661	2,212	-0.5%	Shares	Sole	2026-07-29
2026-03-31	$460,145	2,224	+4.1%	Shares	Sole	2026-04-15
2025-12-31	$325,700	2,137	-5.5%	Shares	Sole	2026-01-23
2025-09-30	$351,110	2,261	-5.7%	Shares	Sole	2025-10-17
2025-06-30	$343,369	2,398	-0.1%	Shares	Sole	2025-07-22
2025-03-31	$401,496	2,400	-5.2%	Shares	Sole	2025-04-25
2024-12-31	$366,734	2,532	-1.1%	Shares	Sole	2025-01-24
2024-09-30	$377,011	2,560	-20.5%	Shares	Sole	2024-10-24
2024-06-30	$503,515	3,219	-2.2%	Shares	Sole	2024-07-18
2024-03-31	$519,122	3,291	+4.5%	Shares	Sole	2024-04-19
2023-12-31	$469,555	3,148	+1.8%	Shares	Sole	2024-01-25
2023-09-30	$521,373	3,092	+1.1%	Shares	Sole	2023-11-13
2023-06-30	$481,176	3,058	+1.7%	Shares	Sole	2023-07-31
2023-03-31	$490,622	3,007	-2.2%	Shares	Sole	2023-04-26
2022-12-31	$551,931	3,075	-0.2%	Shares	Sole	2023-01-12
2022-09-30	$442,790	3,082	-0.2%	Shares	Sole	2022-11-08
2022-06-30	$447,080	3,088	-84.8%	Shares	Sole	2022-07-15
2022-03-31	$3,315,707	20,363	+3.0%	Shares	Sole	2022-05-06
2021-12-31	$2,320,126	19,771	+2.5%	Shares	Sole	2022-02-11
2021-09-30	$1,957,680	19,297	-0.3%	Shares	Sole	2021-11-10
2021-06-30	$2,027,452	19,357	-0.2%	Shares	Sole	2021-08-02
2021-03-31	$2,033,030	19,401	-0.7%	Shares	Sole	2021-05-07
2020-12-31	$1,649,308	19,530	-4.5%	Shares	Sole	2021-02-11
2020-09-30	$1,473,048	20,459	-13.7%	Shares	Sole	2020-11-13
2020-06-30	$2,116,357	23,718	+695.1%	Shares	Sole	2020-08-10
2020-03-31	$216,148	2,983	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.