Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,287,292
+$335,139 QoQ
Shares Held
7,766
+68.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#2,124
of 4,109 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026West Family Investments, Inc. holds $5,820,799 across 8 Oil & Gas Integrated names. CVX ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
12,810 | $1,751,383 | |
| 2 | CVX |
Chevron Corp
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|
7,766 | $1,287,292 | |
| 3 | SHEL |
Shell plc
|
12,116 | $939,474 | |
| 4 | BP |
Bp PLC
|
14,902 | $550,628 | |
| 5 | EQNR |
Equinor ASA
|
14,996 | $470,874 | |
| 6 | CVE |
Cenovus Energy Inc.
|
13,585 | $337,043 | |
| 7 | SU |
Suncor Energy Inc
|
5,883 | $315,799 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,415 | $168,306 |
All Filings in CVX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,292 | 7,766 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $952,153 | 4,602 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,480,510 | 9,714 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,606,475 | 10,345 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,342,263 | 9,374 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $778,233 | 4,652 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $681,617 | 4,706 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $693,641 | 4,710 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $4,440,763 | 28,390 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,463,884 | 28,299 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,207,206 | 28,206 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,772,957 | 28,306 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $4,500,682 | 28,603 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $3,915,840 | 24,000 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,103,977 | 28,436 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,044,597 | 28,152 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,075,846 | 28,152 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,623,069 | 28,392 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $3,331,801 | 28,392 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,706,381 | 26,677 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $3,110,882 | 29,701 | Shares | Sole | 2022-02-15 | |
| 2021-03-31 | $2,526,486 | 24,110 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,026,800 | 24,000 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||