Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$397,824
-$821,023 QoQ
Shares Held
2,400
-59.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#3,226
of 4,109 holders
Holding Since
Jun 2020
25 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, 2026WealthShield Partners, LLC holds $974,919 across 2 Oil & Gas Integrated names. CVX ranks #2 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
4,221 | $577,095 | |
| 2 | CVX |
Chevron Corp
This page
|
2,400 | $397,824 |
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,824 | 2,400 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,218,847 | 5,891 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $915,831 | 6,009 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $759,678 | 4,892 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $698,910 | 4,881 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $762,005 | 4,555 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $640,917 | 4,425 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $705,276 | 4,789 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,084,609 | 13,327 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,033,426 | 12,891 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,747,974 | 18,423 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,569,514 | 9,308 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $735,925 | 4,677 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $780,883 | 4,786 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $878,424 | 4,894 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $702,258 | 4,888 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $708,118 | 4,891 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $764,812 | 4,697 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $600,362 | 5,116 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $215,682 | 2,126 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $783,978 | 7,485 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $639,638 | 6,104 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $723,736 | 8,570 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $634,176 | 8,808 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $435,085 | 4,876 | Shares | Other | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||