Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,780,910
-$1,584,057 QoQ
Shares Held
40,908
+1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#922
of 4,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HBK Sorce Advisory LLC holds $22,709,085 across 6 Oil & Gas Integrated names. CVX ranks #2 (29.9% 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 | $6,780,910 | 40,908 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,364,967 | 40,430 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,266,794 | 41,118 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,394,842 | 41,180 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,841,579 | 40,796 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $6,622,007 | 39,584 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,648,180 | 38,996 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,654,873 | 38,398 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,114,144 | 39,088 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,276,474 | 39,790 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,729,235 | 38,410 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,106,995 | 42,148 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $6,488,327 | 41,235 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $7,150,323 | 43,824 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $20,265,497 | 112,906 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $7,854,007 | 54,667 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,925,126 | 34,018 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $8,853,718 | 54,374 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,150,196 | 52,409 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $5,017,717 | 49,460 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,146,085 | 49,132 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,149,275 | 49,139 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,355,986 | 27,898 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,112,408 | 29,339 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,722,585 | 30,512 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,103,658 | 29,032 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||