Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,247,344
-$362,338 QoQ
Shares Held
7,525
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,150
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, 2026Heritage Wealth Advisors holds $6,139,526 across 4 Oil & Gas Integrated names. CVX ranks #2 (20.3% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,247,344 | 7,525 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,609,682 | 7,780 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,444,541 | 9,478 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,491,249 | 9,603 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,375,053 | 9,603 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,600,630 | 9,568 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,511,405 | 10,435 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,640,735 | 11,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,634,745 | 10,451 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $1,694,758 | 10,744 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $1,700,424 | 11,400 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $1,742,687 | 10,335 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $1,469,806 | 9,341 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $1,534,682 | 9,406 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,659,923 | 9,248 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $1,484,973 | 10,336 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $1,496,446 | 10,336 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,470,192 | 9,029 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,064,012 | 9,067 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $1,064,819 | 10,496 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,124,802 | 10,739 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,115,070 | 10,641 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $895,845 | 10,608 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $770,256 | 10,698 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $950,121 | 10,648 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $2,811,665 | 38,803 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||