Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$30,172,463
-$6,526,423 QoQ
Shares Held
182,025
+2.6% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#386
of 4,109 holders
Holding Since
Dec 2023
11 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, 2026Florida Trust Wealth Management Co holds $63,727,501 across 4 Oil & Gas Integrated names. CVX ranks #1 (47.3% of the industry book) .
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,172,463 | 182,025 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $36,698,886 | 177,375 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,545,858 | 174,174 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $26,694,039 | 171,898 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $24,628,822 | 172,001 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $28,982,991 | 173,250 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $24,985,623 | 172,505 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $23,965,246 | 162,730 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $23,710,299 | 151,581 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $22,495,143 | 142,609 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $20,307,984 | 136,149 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||