Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$163,605
-$10,191 QoQ
Shares Held
987
+17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#3,888
of 4,105 holders
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HORIZON FINANCIAL SERVICES, LLC holds $258,979 across 5 Oil & Gas Integrated names. CVX ranks #1 (63.2% of the industry book) .
All Filings in CVX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $163,605 | 987 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $173,796 | 840 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $117,660 | 772 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $119,883 | 772 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,436 | 24 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,840 | 11 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,738 | 12 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,767 | 12 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,877 | 12 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,892 | 12 | Shares | Sole | 2024-04-26 | |
| 2021-06-30 | $104,740 | 1,000 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $104,790 | 1,000 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $84,450 | 1,000 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $72,000 | 1,000 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||