Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$8,897,333
-$3,966,053 QoQ
Shares Held
53,676
-13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#791
of 4,105 holders
Holding Since
Mar 2020
26 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $19,407,765 across 5 Oil & Gas Integrated names. CVX ranks #1 (45.8% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,897,333 | 53,676 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $12,863,386 | 62,172 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,334,845 | 54,687 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,445,980 | 60,828 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,421,615 | 65,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,025,210 | 95,793 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,679,364 | 108,253 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $9,704,356 | 65,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $9,586,981 | 61,290 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $9,641,699 | 61,124 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,312,985 | 55,732 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $9,756,184 | 57,859 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $8,720,179 | 55,419 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,910,159 | 48,481 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $11,129,815 | 62,008 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $11,102,961 | 77,281 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $10,377,685 | 71,679 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $10,531,681 | 64,679 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $6,592,488 | 56,178 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $4,980,890 | 49,097 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $3,281,608 | 31,331 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $3,274,058 | 31,244 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $2,020,550 | 23,926 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,357,416 | 18,853 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,038,904 | 11,643 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $413,166 | 5,702 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||