Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$35,804
-$1,644 QoQ
Shares Held
216
+19.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#4,032
of 4,108 holders
Holding Since
Mar 2020
13 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, 2026Bay Harbor Wealth Management, LLC holds $36,962 across 2 Oil & Gas Integrated names. CVX ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
216 | $35,804 | |
| 2 | NFG |
National Fuel Gas Co
|
15 | $1,158 |
All Filings in CVX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,804 | 216 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $37,448 | 181 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $19,203 | 126 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $12,733 | 82 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $9,164 | 64 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,855 | 35 | Shares | Sole | 2025-05-12 | |
| 2021-09-30 | $5,884 | 58 | Shares | Other | 2021-11-24 | |
| 2021-06-30 | $32,993 | 315 | Shares | Other | 2021-07-28 | |
| 2021-03-31 | $73,038 | 697 | Shares | Other | 2021-05-05 | |
| 2020-12-31 | $116,203 | 1,376 | Shares | Other | 2021-02-09 | |
| 2020-09-30 | $163,872 | 2,276 | Shares | Other | 2020-10-27 | |
| 2020-06-30 | $288,748 | 3,236 | Shares | Other | 2020-07-16 | |
| 2020-03-31 | $205,206 | 2,832 | Shares | Other | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||