Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$131,613
-$67,631 QoQ
Shares Held
794
-17.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,911
of 4,105 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$37,138
PutShares
222
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Quaker Wealth Management, LLC holds $139,106 across 4 Oil & Gas Integrated names. CVX ranks #1 (94.6% of the industry book) .
All Filings in CVX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,613 | 794 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $199,244 | 963 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $151,038 | 991 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $147,991 | 953 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $31,072 | 217 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $37,138 | 222 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||