Position in CVX
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$82,533,651
+$27,695,162 QoQ
Shares Held
398,906
+10.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026CWM, LLC holds $283,688,437 across 14 Oil & Gas Integrated names. CVX ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,030,824 | $174,889,599 | |
| 2 | CVX |
Chevron Corp
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|
398,906 | $82,533,651 | |
| 3 | TTE |
TotalEnergies SE
|
93,024 | $8,463,323 | |
| 4 | NFG |
National Fuel Gas Co
|
60,903 | $5,722,445 | |
| 5 | SHEL |
Shell plc
|
61,089 | $5,681,277 | |
| 6 | BP |
Bp PLC
|
94,743 | $4,452,921 | |
| 7 | SU |
Suncor Energy Inc
|
9,173 | $606,427 | |
| 8 | E |
Eni Spa
|
6,806 | $385,287 |
All Filings in CVX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,533,651 | 398,906 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $54,838,489 | 359,809 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $55,172,518 | 355,287 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $42,613,916 | 297,604 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $49,493,582 | 295,855 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $40,628,054 | 280,503 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $37,804,945 | 256,705 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $38,536,882 | 246,368 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $41,019,498 | 260,045 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $36,322,846 | 243,516 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $36,264,766 | 215,068 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $30,655,241 | 194,822 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $28,661,990 | 175,668 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $27,396,456 | 152,635 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $19,194,886 | 133,604 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $18,729,175 | 129,363 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,888,300 | 146,707 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $18,680,477 | 159,186 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $11,319,670 | 108,074 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $11,325,074 | 108,074 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $9,126,849 | 108,074 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $7,781,328 | 108,074 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $9,643,443 | 108,074 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $7,831,042 | 108,074 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||