Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,604,405
-$2,096,308 QoQ
Shares Held
45,876
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#861
of 4,105 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, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $29,217,393 across 6 Oil & Gas Integrated names. CVX ranks #2 (26.0% 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 | $7,604,405 | 45,876 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,700,713 | 46,886 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,426,634 | 48,728 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,796,800 | 50,208 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,459,587 | 45,112 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,435,646 | 38,470 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,610,087 | 38,733 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,384,338 | 36,561 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,755,473 | 36,795 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,328,614 | 33,781 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $4,189,606 | 28,088 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,000,088 | 29,653 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,671,564 | 29,689 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,576,474 | 28,049 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,488,865 | 25,009 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $3,347,942 | 23,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,688,994 | 25,480 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,091,978 | 18,989 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,279,054 | 19,421 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,957,985 | 19,300 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,972,044 | 18,828 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,830,995 | 17,473 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $644,015 | 7,626 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $496,008 | 6,889 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $753,993 | 8,450 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $439,977 | 6,072 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||