Position in CVX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$909,690
+$236,024 QoQ
Shares Held
5,488
+68.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#2,464
of 4,109 holders
Holding Since
Sep 2025
3 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, 2026Avantra Family Wealth, Inc. holds $1,754,766 across 3 Oil & Gas Integrated names. CVX ranks #1 (51.8% of the industry book) .
All Filings in CVX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,690 | 5,488 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $673,666 | 3,256 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $202,808 | 1,306 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||