Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,540,302
-$150,587 QoQ
Shares Held
21,358
+19.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#1,356
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, 2026Wealth Alliance Advisory Group, LLC holds $11,019,989 across 3 Oil & Gas Integrated names. CVX ranks #2 (32.1% 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 | $3,540,302 | 21,358 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,690,889 | 17,839 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $3,054,753 | 20,043 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,124,124 | 20,118 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,358,378 | 23,454 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,628,352 | 21,689 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $3,089,582 | 21,331 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,182,357 | 21,609 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,230,073 | 20,650 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,168,365 | 20,086 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,107,599 | 20,834 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,013,070 | 17,869 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,786,511 | 17,709 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,852,199 | 17,481 | Shares | Defined | 2023-05-02 | |
| 2022-12-31 | $3,695,519 | 20,589 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,882,020 | 20,060 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $2,667,571 | 18,425 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $2,875,414 | 17,659 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,875,722 | 15,984 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,071,413 | 10,561 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,078,822 | 10,300 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,490,532 | 14,224 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,092,951 | 12,942 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $889,488 | 12,354 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,262,158 | 14,145 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,016,758 | 14,032 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||