Position in CVX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,833,968
-$256,135 QoQ
Shares Held
11,064
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,851
of 4,105 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 4%
Shared 2%
None 94%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026GeoWealth Management, LLC holds $2,689,172 across 2 Oil & Gas Integrated names. CVX ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
11,064 | $1,833,968 | |
| 2 | TTE |
TotalEnergies SE
|
10,998 | $855,204 |
All Filings in CVX
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,968 | 11,064 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $2,090,103 | 10,102 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,409,335 | 9,247 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $1,569,516 | 10,107 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,296,871 | 9,057 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $1,633,585 | 9,765 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,898,417 | 13,107 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,159,272 | 14,662 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,568,416 | 16,420 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $2,391,022 | 15,158 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,773,064 | 11,887 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $379,394 | 2,250 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $350,261 | 2,226 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $358,141 | 2,229 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $450,518 | 2,510 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $363,196 | 2,528 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $512,375 | 3,539 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $676,721 | 4,156 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $602,356 | 5,133 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $479,756 | 4,729 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $500,971 | 4,783 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $428,695 | 4,091 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $43,660 | 517 | Shares | Other | 2021-02-12 | |
| 2020-06-30 | $799,322 | 8,958 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||