Position in CVX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,358,327
-$1,209,972 QoQ
Shares Held
26,293
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,217
of 4,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$117,358
CallShares
708
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $13,324,485 across 5 Oil & Gas Integrated names. CVX ranks #2 (32.7% of the industry book) .
All Filings in CVX
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,358,327 | 26,293 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $117,358 | 708 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $148,850 | 70,600 | Call | Sole | 2026-04-27 | |
| 2026-03-31 | $5,568,299 | 26,913 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,653,991 | 30,536 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $76,205 | 500 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $5,026,582 | 32,369 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $155,290 | 100,000 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $4,799,442 | 33,518 | Shares | Sole | 2025-08-19 | |
| 2025-06-30 | $214,785 | 1,500 | Call | Sole | 2025-08-19 | |
| 2024-12-31 | $11,814,598 | 81,570 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $12,807,482 | 86,966 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $17,643,550 | 112,796 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $19,216,675 | 121,825 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $18,895,290 | 126,678 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $20,542,131 | 121,825 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $54,201,095 | 344,462 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $20,009,616 | 122,638 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $21,193,640 | 118,077 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $16,696,319 | 116,213 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $7,973,901 | 55,076 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $9,417,271 | 57,835 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $6,150,313 | 52,410 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $4,785,598 | 47,172 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $4,462,028 | 42,601 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $3,997,737 | 38,150 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $2,779,923 | 32,918 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $3,253,464 | 45,187 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,595,343 | 40,293 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $3,012,161 | 41,570 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||