Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,773,526
+$456,299 QoQ
Shares Held
22,765
+42.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,320
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)
Derivatives in CVX
reported options exposure · as of Mar 31, 2020CallValue
$36,230
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Krilogy Financial LLC holds $10,555,534 across 5 Oil & Gas Integrated names. CVX ranks #2 (35.7% of the industry book) .
All Filings in CVX
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,773,526 | 22,765 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,317,227 | 16,033 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,985,445 | 13,027 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,491,938 | 16,047 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,538,290 | 10,743 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,411,652 | 14,416 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,084,247 | 14,390 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,265,307 | 15,382 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $2,449,380 | 15,659 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $3,127,668 | 19,828 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,123,441 | 14,236 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,702,809 | 16,029 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,725,500 | 10,966 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,794,107 | 10,996 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,853,772 | 10,328 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,447,906 | 10,078 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,396,403 | 9,645 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,640,837 | 10,077 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $800,561 | 6,822 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $649,584 | 6,403 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $502,228 | 4,795 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $482,034 | 4,600 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $380,193 | 4,502 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,204,560 | 16,730 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,296,690 | 14,532 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $282,014 | 3,892 | Shares | Sole | 2020-05-13 | |
| 2020-03-31 | $36,230 | 500 | Call | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||