Position in CVX
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$125,784,489
-$8,087,673 QoQ
Shares Held
758,835
+17.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$11,250
PutShares
3,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $394,262,748 across 13 Oil & Gas Integrated names. CVX ranks #2 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,702,297 | $232,738,045 | |
| 2 | CVX |
Chevron Corp
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|
758,835 | $125,784,489 | |
| 3 | SHEL |
Shell plc
|
184,687 | $14,320,629 | |
| 4 | TTE |
TotalEnergies SE
|
76,916 | $5,980,988 | |
| 5 | BP |
Bp PLC
|
128,632 | $4,752,952 | |
| 6 | NFG |
National Fuel Gas Co
|
48,052 | $3,710,094 | |
| 7 | EQNR |
Equinor ASA
|
63,398 | $1,990,697 | |
| 8 | E |
Eni Spa
|
36,524 | $1,711,514 |
All Filings in CVX
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,784,489 | 758,835 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $11,250 | 3,000 | Put | Sole | 2026-08-19 | |
| 2026-03-31 | $133,872,162 | 647,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,604,926 | 686,339 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $100,314,855 | 645,984 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $69,447,865 | 485,005 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $62,290,264 | 372,349 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $53,530,401 | 369,583 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $84,756,977 | 575,521 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,087,902 | 547,315 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $84,689,975 | 536,896 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $68,681,616 | 460,456 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $51,018,847 | 302,567 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $41,375,024 | 262,949 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,796,689 | 250,041 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $42,774,261 | 238,310 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $30,668,803 | 213,467 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $28,266,847 | 195,240 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $29,356,783 | 180,291 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $20,949,322 | 178,520 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $17,271,152 | 170,243 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $16,129,122 | 153,992 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $16,498,347 | 157,442 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $12,163,417 | 144,031 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $10,356,624 | 143,842 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $12,250,654 | 137,293 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $11,137,681 | 153,708 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||