Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,916,170
-$2,129,498 QoQ
Shares Held
41,724
-4.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#909
of 4,109 holders
Holding Since
Mar 2021
22 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, 2026Financial & Tax Architects, LLC holds $8,082,243 across 4 Oil & Gas Integrated names. CVX ranks #1 (85.6% of the industry book) .
All Filings in CVX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,916,170 | 41,724 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,045,668 | 43,720 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $7,329,244 | 48,089 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $7,696,793 | 49,564 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,573,136 | 45,905 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,199,492 | 43,036 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $6,071,692 | 41,920 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,712,308 | 38,788 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,902,977 | 37,738 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,712,396 | 36,214 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,181,818 | 34,740 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $5,446,931 | 32,303 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,870,454 | 30,953 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $4,863,799 | 29,810 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,029,309 | 28,020 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,338,546 | 30,198 | Shares | Sole | 2023-08-25 | |
| 2022-06-30 | $3,920,931 | 27,082 | Shares | Sole | 2023-08-25 | |
| 2022-03-31 | $4,672,569 | 28,696 | Shares | Sole | 2023-08-25 | |
| 2021-12-31 | $4,032,263 | 34,361 | Shares | Sole | 2023-08-25 | |
| 2021-09-30 | $3,417,343 | 33,685 | Shares | Sole | 2023-08-25 | |
| 2021-06-30 | $3,252,805 | 31,056 | Shares | Sole | 2023-08-25 | |
| 2021-03-31 | $3,010,616 | 28,730 | Shares | Sole | 2023-08-25 | |
| No filing history on record for this holder in this stock. | ||||||