Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,843,341
-$1,184,690 QoQ
Shares Held
29,219
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,147
of 4,105 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, 2026Western Wealth Management, LLC holds $17,212,681 across 5 Oil & Gas Integrated names. CVX ranks #2 (28.1% of the industry book) .
All Filings in CVX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,843,341 | 29,219 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,028,031 | 29,135 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $2,573,747 | 16,887 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,542,407 | 16,372 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,495,228 | 17,426 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,841,253 | 16,984 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,514,422 | 17,360 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $4,334,156 | 29,430 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,405,889 | 21,774 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $3,313,801 | 21,008 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,794,897 | 32,146 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,304,110 | 31,456 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,758,893 | 30,244 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $5,015,701 | 30,741 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $5,767,911 | 32,135 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,457,909 | 51,910 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,684,637 | 46,171 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,335,654 | 45,051 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,167,923 | 18,474 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $2,925,283 | 27,929 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,705,771 | 16,278 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,289,213 | 15,266 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,212,768 | 16,844 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,525,476 | 17,096 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,134,578 | 15,658 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||