Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,205,119
-$5,025,929 QoQ
Shares Held
49,500
-22.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#827
of 4,105 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)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IHT Wealth Management, LLC holds $18,669,289 across 6 Oil & Gas Integrated names. CVX ranks #1 (43.9% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,205,119 | 49,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,231,048 | 63,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,989,560 | 39,299 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,457,667 | 35,145 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,804,883 | 33,556 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,804,461 | 34,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,032,755 | 34,747 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,313,870 | 49,663 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,075,822 | 38,843 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,961,152 | 37,791 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,340,972 | 35,807 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,819,750 | 34,514 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,804,682 | 30,535 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,321,455 | 26,486 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,237,938 | 23,611 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,404,835 | 23,699 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $2,247,999 | 15,527 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,533,146 | 15,557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,744,173 | 14,863 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,466,358 | 14,454 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,524,082 | 33,646 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,338,912 | 22,320 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,893,622 | 22,423 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,378,368 | 19,144 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $1,185,955 | 13,291 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,224,066 | 16,893 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||