STEPH & CO

Position in CVX — Chevron Corp

CIK 941519 MARINETTE, WI

Position in CVX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$666,520

+$3,406 QoQ

Shares Held

4,021

+25.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.21%

of 13F equity value

Holder Rank

#2,747

of 4,109 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

STEPH & CO holds $1,964,171 across 4 Oil & Gas Integrated names. CVX ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	5,379	$735,416
2	CVX	Chevron Corp This page	4,021	$666,520
3	SU	Suncor Energy Inc	8,552	$459,071
4	BP	Bp PLC	2,792	$103,164

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$666,520	4,021	+25.5%	Shares	Sole	2026-07-16
2026-03-31	$663,114	3,205	-13.6%	Shares	Sole	2026-04-17
2025-12-31	$565,593	3,711	-11.4%	Shares	Sole	2026-01-23
2025-09-30	$650,509	4,189	-16.5%	Shares	Sole	2025-10-06
2025-06-30	$718,097	5,015	-1.0%	Shares	Sole	2025-07-16
2025-03-31	$847,491	5,066	-5.8%	Shares	Sole	2025-04-23
2024-12-31	$779,094	5,379	-3.8%	Shares	Sole	2025-01-14
2024-09-30	$823,533	5,592	+1.0%	Shares	Sole	2024-10-15
2024-06-30	$866,410	5,539	-4.1%	Shares	Sole	2024-07-30
2024-03-31	$911,263	5,777	+19.0%	Shares	Sole	2024-04-12
2023-12-31	$724,171	4,855	-6.8%	Shares	Sole	2024-01-31
2023-09-30	$878,847	5,212	+5.4%	Shares	Sole	2023-10-26
2023-06-30	$778,095	4,945	+0.0%	Shares	Sole	2023-07-14
2023-03-31	$806,499	4,943	+6.3%	Shares	Sole	2023-04-18
2022-12-31	$834,269	4,648	+9.1%	Shares	Sole	2023-01-26
2022-09-30	$612,321	4,262	-15.1%	Shares	Sole	2022-10-11
2022-06-30	$726,650	5,019	+32.5%	Shares	Sole	2022-07-13
2022-03-31	$616,800	3,788	-6.7%	Shares	Sole	2022-04-15
2021-12-31	$476,206	4,058	+12.1%	Shares	Sole	2022-01-24
2021-09-30	$367,147	3,619	+11.2%	Shares	Sole	2021-10-22
2021-06-30	$340,823	3,254	+31.5%	Shares	Sole	2021-07-27
2021-03-31	$259,250	2,474	+27.4%	Shares	Sole	2021-04-16
2020-12-31	$164,001	1,942	+33.6%	Shares	Sole	2021-01-29
2020-09-30	$104,688	1,454	-39.5%	Shares	Sole	2020-10-27
2020-06-30	$214,330	2,402	-21.5%	Shares	Sole	2020-07-15
2020-03-31	$221,800	3,061	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.