Position in CVX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,305,360
+$69,961 QoQ
Shares Held
7,875
+31.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#2,113
of 4,109 holders
Holding Since
Dec 2020
22 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, 20261900 WEALTH MANAGEMENT LLC holds $7,952,549 across 3 Oil & Gas Integrated names. CVX ranks #2 (16.4% of the industry book) .
All Filings in CVX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,305,360 | 7,875 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,235,399 | 5,971 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $923,909 | 6,062 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $884,687 | 5,697 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $953,645 | 6,660 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,206,495 | 7,212 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,018,514 | 7,032 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $1,190,043 | 7,608 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,228,321 | 7,787 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,991,136 | 13,349 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,367,087 | 14,038 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,280,671 | 8,139 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,353,085 | 8,293 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,377,944 | 7,677 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,107,983 | 7,712 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,036,045 | 7,156 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,067,513 | 6,556 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $757,611 | 6,456 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $554,627 | 5,467 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $561,511 | 5,361 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $312,378 | 2,981 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $321,754 | 3,810 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||