Position in CVX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$18,620,979
+$17,918,349 QoQ
Shares Held
112,337
+3207.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#45
of 773 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$277,457
PutShares
1,759
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Curated Wealth Partners LLC holds $58,490,897 across 6 Oil & Gas Integrated names. CVX ranks #1 (31.8% of the industry book) .
All Filings in CVX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,620,979 | 112,337 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $702,630 | 3,396 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $453,114 | 2,973 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $344,277 | 2,217 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $269,053 | 1,879 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $337,925 | 2,020 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $250,896 | 1,604 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $277,457 | 1,759 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $269,084 | 1,804 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $351,740 | 2,086 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $336,099 | 2,136 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $328,277 | 2,012 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $270,670 | 1,508 | Shares | Other | 2023-01-30 | |
| 2022-03-31 | $1,192,566 | 7,324 | Shares | Other | 2022-04-28 | |
| 2021-12-31 | $859,470 | 7,324 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $737,845 | 7,273 | Shares | Other | 2021-11-08 | |
| 2021-06-30 | $741,768 | 7,082 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $661,120 | 6,309 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $451,723 | 5,349 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||