Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,194,631
-$368,084 QoQ
Shares Held
7,207
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,210
of 4,099 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Moss Adams Wealth Advisors LLC holds $6,679,781 across 3 Oil & Gas Integrated names. CVX ranks #2 (17.9% of the industry book) .
All Filings in CVX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,631 | 7,207 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $1,562,715 | 7,553 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $1,053,762 | 6,914 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,258,935 | 8,107 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $967,820 | 6,759 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $1,101,771 | 6,586 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $871,211 | 6,015 | Shares | Other | 2025-01-15 | |
| 2024-09-30 | $947,681 | 6,435 | Shares | Other | 2024-10-18 | |
| 2024-06-30 | $968,238 | 6,190 | Shares | Other | 2024-07-23 | |
| 2024-03-31 | $853,530 | 5,411 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $796,065 | 5,337 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $678,694 | 4,025 | Shares | Sole | 2023-12-20 | |
| 2023-06-30 | $687,461 | 4,369 | Shares | Sole | 2023-12-20 | |
| 2023-03-31 | $691,308 | 4,237 | Shares | Sole | 2023-12-20 | |
| 2022-12-31 | $762,832 | 4,250 | Shares | Other | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||