Position in CVX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,472,280
-$376,992 QoQ
Shares Held
8,882
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,018
of 4,109 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Golden State Wealth Management, LLC holds $3,373,853 across 9 Oil & Gas Integrated names. CVX ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
10,828 | $1,480,404 | |
| 2 | CVX |
Chevron Corp
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|
8,882 | $1,472,280 | |
| 3 | BP |
Bp PLC
|
4,177 | $154,340 | |
| 4 | TTE |
TotalEnergies SE
|
1,064 | $82,736 | |
| 5 | SHEL |
Shell plc
|
1,028 | $79,711 | |
| 6 | SU |
Suncor Energy Inc
|
1,065 | $57,169 | |
| 7 | E |
Eni Spa
|
617 | $28,912 | |
| 8 | EQNR |
Equinor ASA
|
315 | $9,891 |
All Filings in CVX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,472,280 | 8,882 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,849,272 | 8,938 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,348,066 | 8,845 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,366,707 | 8,801 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,109,292 | 7,747 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,310,717 | 7,835 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,100,204 | 7,596 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $948,973 | 5,828 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,086,543 | 9,259 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $697,468 | 6,875 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $725,115 | 6,923 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $763,709 | 7,288 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $655,416 | 7,761 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $438,192 | 6,086 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $912,644 | 10,228 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $417,369 | 5,760 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||