Position in CVX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$753,379
-$177,464 QoQ
Shares Held
4,545
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,642
of 4,109 holders
Holding Since
Sep 2021
20 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, 2026Kozak & Associates, Inc. holds $1,063,355 across 4 Oil & Gas Integrated names. CVX ranks #1 (70.8% of the industry book) .
All Filings in CVX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,379 | 4,545 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $930,843 | 4,499 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $679,901 | 4,461 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,452,272 | 9,352 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $1,265,370 | 8,837 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,463,285 | 8,747 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,259,238 | 8,694 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,276,536 | 8,668 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,344,117 | 8,593 | Shares | Sole | 2024-07-05 | |
| 2024-03-31 | $1,341,578 | 8,505 | Shares | Sole | 2024-05-17 | |
| 2023-12-31 | $1,261,296 | 8,456 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $1,711,493 | 10,150 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,590,493 | 10,108 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $1,648,894 | 10,106 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $1,820,746 | 10,144 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,455,233 | 10,129 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,466,187 | 10,127 | Shares | Sole | 2022-10-12 | |
| 2022-03-31 | $1,236,042 | 7,591 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $890,803 | 7,591 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $95,464 | 941 | Shares | Sole | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||