Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,848,509
-$1,359,473 QoQ
Shares Held
35,283
+1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,011
of 4,105 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Heritage Trust Co holds $16,653,642 across 3 Oil & Gas Integrated names. CVX ranks #2 (35.1% 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 | $5,848,509 | 35,283 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,207,982 | 34,838 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,302,648 | 34,792 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,453,939 | 35,121 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,889,651 | 34,148 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $5,758,957 | 34,425 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $5,090,256 | 35,144 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $5,111,805 | 32,680 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $5,191,065 | 32,909 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $4,894,684 | 32,815 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $5,376,785 | 31,887 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $5,022,139 | 31,917 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $4,988,616 | 30,575 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $5,647,651 | 31,465 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $4,504,341 | 31,352 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,091,052 | 21,350 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $3,515,173 | 21,588 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $5,977,691 | 50,939 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $5,253,993 | 51,789 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $5,487,433 | 52,391 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $5,654,258 | 53,958 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $4,317,506 | 51,125 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $3,786,264 | 52,587 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $4,763,988 | 53,390 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $3,897,332 | 53,786 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||