Position in CVX
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$2,781,356
+$441,406 QoQ
Shares Held
13,443
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.98%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026TCFG WEALTH MANAGEMENT, LLC holds $4,329,673 across 2 Oil & Gas Integrated names. CVX ranks #1 (64.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
13,443 | $2,781,356 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
9,126 | $1,548,317 |
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,781,356 | 13,443 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,339,950 | 15,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,486,814 | 16,014 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $2,283,164 | 15,945 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,469,594 | 20,740 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,949,811 | 20,366 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,128,603 | 21,244 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||