Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,101,309
-$138,228 QoQ
Shares Held
6,644
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,283
of 4,109 holders
Holding Since
Mar 2020
26 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, 2026Sound Income Strategies, LLC holds $27,158,375 across 3 Oil & Gas Integrated names. CVX ranks #3 (4.1% of the industry book) .
All Filings in CVX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,309 | 6,644 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,239,537 | 5,991 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $917,355 | 6,019 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $856,113 | 5,513 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $913,265 | 6,378 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $918,422 | 5,490 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $985,781 | 6,806 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,038,842 | 7,054 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $958,228 | 6,126 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,023,890 | 6,491 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,096,176 | 7,349 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $812,073 | 4,816 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $585,971 | 3,724 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $415,894 | 2,549 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $554,624 | 3,090 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $447,101 | 3,112 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $416,821 | 2,879 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $404,469 | 2,484 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $239,511 | 2,041 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $244,494 | 2,410 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $175,648 | 1,677 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $313,531 | 2,992 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $174,558 | 2,067 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $147,960 | 2,055 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $186,579 | 2,091 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $144,122 | 1,989 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||