Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$315,607
-$18,122 QoQ
Shares Held
1,904
+18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,459
of 4,121 holders
Holding Since
Mar 2020
25 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, 2026FORTEM FINANCIAL GROUP, LLC holds $2,930,809 across 3 Oil & Gas Integrated names. CVX ranks #2 (10.8% of the industry book) .
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,607 | 1,904 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $333,729 | 1,613 | Shares | Sole | 2026-04-16 | |
| 2025-09-30 | $219,890 | 1,416 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $246,143 | 1,719 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $344,784 | 2,061 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $301,701 | 2,083 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $306,763 | 2,083 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $462,377 | 2,956 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $529,533 | 3,357 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $387,219 | 2,596 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $309,923 | 1,838 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $301,482 | 1,916 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $322,893 | 1,979 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $571,316 | 3,183 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $461,468 | 3,212 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $491,238 | 3,393 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $2,286,296 | 14,041 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,563,688 | 13,325 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,345,937 | 13,267 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,381,939 | 13,194 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,259,471 | 12,019 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $982,913 | 11,639 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $932,184 | 12,947 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,247,881 | 13,985 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,376,595 | 18,998 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||