Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$70,282
-$10,615 QoQ
Shares Held
424
+8.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#3,986
of 4,108 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $102,198 across 10 Oil & Gas Integrated names. CVX ranks #1 (68.8% 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 | $70,282 | 424 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $80,897 | 391 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $57,763 | 379 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $49,382 | 318 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $39,234 | 274 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $173,814 | 1,039 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $150,054 | 1,036 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $146,386 | 994 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $161,112 | 1,030 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $130,766 | 829 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $125,592 | 842 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $187,842 | 1,114 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $174,186 | 1,107 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $179,476 | 1,100 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $96,745 | 539 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $77,150 | 537 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $77,457 | 535 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $86,788 | 533 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $62,312 | 531 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $53,667 | 529 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $55,093 | 526 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $128,891 | 1,230 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $100,579 | 1,191 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $85,536 | 1,188 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $110,377 | 1,237 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $89,415 | 1,234 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||