Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,677,475
-$1,986,462 QoQ
Shares Held
40,284
-3.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#935
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NICOLET BANKSHARES INC holds $20,539,057 across 4 Oil & Gas Integrated names. CVX ranks #2 (32.5% 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 | $6,677,475 | 40,284 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $8,663,937 | 41,875 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,637,797 | 10,746 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,751,981 | 11,282 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,615,755 | 11,284 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,800,040 | 10,760 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,554,278 | 10,731 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,522,771 | 10,340 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,725,312 | 11,030 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,749,967 | 11,094 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,651,201 | 11,070 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,900,178 | 11,269 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,020,374 | 12,840 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,050,268 | 12,566 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,177,213 | 12,130 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,736,682 | 12,088 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,787,743 | 12,348 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,050,029 | 12,590 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,302,585 | 11,100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,070,601 | 10,553 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,077,146 | 10,284 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,292,899 | 12,338 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $1,023,534 | 12,120 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $918,792 | 12,761 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,116,088 | 12,508 | Shares | Defined | 2020-07-22 | |
| 2020-03-31 | $904,518 | 12,483 | Shares | Defined | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||