Position in CVX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$5,365,816
-$1,584,161 QoQ
Shares Held
32,371
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,074
of 4,109 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,758,756 across 4 Oil & Gas Integrated names. CVX ranks #2 (28.6% of the industry book) .
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,365,816 | 32,371 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $6,949,977 | 33,591 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,574,128 | 30,012 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,921,072 | 25,250 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,390,023 | 23,675 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,880,291 | 23,195 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,315,677 | 22,892 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,496,042 | 23,739 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $3,554,957 | 22,727 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,418,699 | 21,673 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $3,128,631 | 20,975 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,599,868 | 21,349 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $3,132,838 | 19,910 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $3,085,029 | 18,908 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $3,192,778 | 22,223 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $3,345,721 | 23,109 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $4,130,182 | 25,365 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $3,146,388 | 26,812 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,462,292 | 24,271 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,304,280 | 22,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,115,500 | 20,188 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,705,805 | 20,199 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,286,208 | 17,864 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,532,792 | 17,178 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,095,522 | 15,119 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||