Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$756,528
-$49,554 QoQ
Shares Held
4,564
+17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,639
of 4,109 holders
Holding Since
Mar 2020
20 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 Sep 30, 2022CallValue
$14,367
CallShares
100
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, 2026Family Manage LLC holds $4,020,410 across 6 Oil & Gas Integrated names. CVX ranks #3 (18.8% of the industry book) .
All Filings in CVX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $756,528 | 4,564 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $806,082 | 3,896 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $436,349 | 2,863 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $382,323 | 2,462 | Shares | Sole | 2025-11-13 | |
| 2024-03-31 | $4,601,433 | 29,171 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,428,740 | 22,987 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,794,876 | 16,575 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,588,879 | 16,453 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,784,325 | 17,065 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,199,050 | 17,823 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,628,873 | 18,298 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $14,367 | 100 | Call | Sole | 2022-11-14 | |
| 2022-06-30 | $14,478 | 100 | Call | Sole | 2022-08-15 | |
| 2022-06-30 | $2,675,244 | 18,478 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $575,441 | 3,534 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $393,474 | 3,353 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $350,103 | 3,451 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $638,076 | 6,092 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $532,437 | 5,081 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $479,760 | 5,681 | Shares | Sole | 2021-02-10 | |
| 2020-06-30 | $577,764 | 6,475 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $411,500 | 5,679 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||