Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,757,056
-$555,879 QoQ
Shares Held
10,600
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,885
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, 2026Institute for Wealth Management, LLC. holds $3,437,614 across 8 Oil & Gas Integrated names. CVX ranks #1 (51.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
10,600 | $1,757,056 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
5,720 | $782,038 | |
| 3 | SU |
Suncor Energy Inc
|
9,823 | $527,298 | |
| 4 | SHEL |
Shell plc
|
2,205 | $170,975 | |
| 5 | BP |
Bp PLC
|
4,397 | $162,469 | |
| 6 | IMO |
Imperial Oil Ltd
|
174 | $19,491 | |
| 7 | NFG |
National Fuel Gas Co
|
224 | $17,295 | |
| 8 | CVE |
Cenovus Energy Inc.
|
40 | $992 |
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757,056 | 10,600 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,312,935 | 11,179 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,760,030 | 11,548 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,765,181 | 11,367 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $578,344 | 4,039 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $644,233 | 3,851 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $563,427 | 3,890 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $669,489 | 4,546 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $650,550 | 4,159 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $665,820 | 4,221 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $682,257 | 4,574 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $781,553 | 4,635 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $733,093 | 4,659 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $766,199 | 4,696 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $861,910 | 4,802 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $714,758 | 4,975 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $723,176 | 4,995 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $813,173 | 4,994 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $587,454 | 5,006 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $532,713 | 5,251 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $552,084 | 5,271 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $595,207 | 5,680 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $546,391 | 6,470 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $534,600 | 7,425 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $664,317 | 7,445 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $550,406 | 7,596 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||