Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$28,969,377
-$10,361,692 QoQ
Shares Held
174,767
-8.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#395
of 4,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. CVX ranks #2 (43.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
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|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,969,377 | 174,767 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $39,331,069 | 190,097 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,992,001 | 170,540 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $25,277,485 | 162,776 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,351,529 | 156,097 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $25,637,359 | 153,251 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $21,414,159 | 147,847 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $21,655,022 | 147,043 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,576,098 | 144,330 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,901,684 | 37,414 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,276,684 | 35,376 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,566,822 | 44,875 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,605,436 | 35,624 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,986,495 | 30,562 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $5,992,812 | 33,388 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,461,097 | 31,051 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $5,469,498 | 37,778 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,829,476 | 35,801 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,236,804 | 36,104 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,595,692 | 35,443 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,789,283 | 36,178 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,683,892 | 35,155 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,129,801 | 37,061 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,525,760 | 35,080 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,080,219 | 34,520 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,379,948 | 32,845 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||