Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,122,722
-$748,222 QoQ
Shares Held
12,806
-7.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
#1,749
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $5,032,153 across 4 Oil & Gas Integrated names. CVX ranks #1 (42.2% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,122,722 | 12,806 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,870,944 | 13,876 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,095,942 | 13,752 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,070,326 | 13,332 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,917,314 | 13,390 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,099,656 | 12,551 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,858,297 | 12,830 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,772,983 | 12,039 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,983,405 | 12,680 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,065,920 | 13,097 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $2,082,422 | 13,961 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,562,012 | 15,194 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $2,392,506 | 15,205 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $2,563,406 | 15,711 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,746,376 | 15,301 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,309,782 | 16,077 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,276,810 | 15,726 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,478,435 | 15,221 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,637,501 | 13,954 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,384,488 | 13,647 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,455,048 | 13,892 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,470,518 | 14,033 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,075,386 | 12,734 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $941,472 | 13,076 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,434,639 | 16,078 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,192,329 | 16,455 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||