Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,747,493
-$947,890 QoQ
Shares Held
22,608
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,325
of 4,109 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, 2026Dorsey & Whitney Trust CO LLC holds $9,812,311 across 5 Oil & Gas Integrated names. CVX ranks #2 (38.2% of the industry book) .
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,747,493 | 22,608 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $4,695,383 | 22,694 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,490,030 | 22,899 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $3,517,311 | 22,650 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $3,042,348 | 21,247 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $3,658,622 | 21,870 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $2,795,113 | 19,298 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $2,852,318 | 19,368 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,535,559 | 16,210 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $2,735,833 | 17,344 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $2,679,354 | 17,963 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $2,634,511 | 15,624 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,437,184 | 15,489 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,270,699 | 20,046 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $3,795,486 | 21,146 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $3,124,669 | 21,749 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $3,022,852 | 20,879 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $4,098,913 | 25,173 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,535,750 | 30,130 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $3,032,742 | 29,894 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $3,188,806 | 30,445 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $3,724,442 | 35,542 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $3,280,876 | 38,850 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $3,146,328 | 43,699 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $4,174,888 | 46,788 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $3,544,447 | 48,916 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||