Position in CVX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$19,712,013
-$4,151,005 QoQ
Shares Held
118,919
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#498
of 4,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$215,488
CallShares
1,300
PutValue
$0
PutShares
0
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, 2026SteelPeak Wealth, LLC holds $20,168,705 across 3 Oil & Gas Integrated names. CVX ranks #1 (97.7% of the industry book) .
All Filings in CVX
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,488 | 1,300 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $19,712,013 | 118,919 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $268,970 | 1,300 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $23,863,018 | 115,336 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $18,865,767 | 123,783 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $12,893,418 | 83,028 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,583,276 | 143,748 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $23,164,813 | 138,471 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $144,840 | 1,000 | Call | Sole | 2025-01-23 | |
| 2024-12-31 | $6,488,397 | 44,797 | Shares | Sole | 2025-01-23 | |
| 2024-12-31 | $144,840 | 1,000 | Put | Sole | 2025-01-23 | |
| 2024-09-30 | $11,727,551 | 79,633 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $16,117,360 | 103,039 | Shares | Sole | 2024-07-17 | |
| 2024-06-30 | $109,494 | 700 | Put | Sole | 2024-07-17 | |
| 2024-03-31 | $10,471,727 | 66,386 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $10,145,415 | 68,017 | Shares | Sole | 2024-01-24 | |
| 2023-12-31 | $223,740 | 1,500 | Call | Sole | 2024-01-24 | |
| 2023-09-30 | $5,913,334 | 35,069 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $12,780,124 | 81,221 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $15,290,702 | 93,716 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,776,036 | 76,751 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $11,494,462 | 80,006 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $12,147,042 | 83,900 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $13,437,220 | 82,523 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $12,617,002 | 107,516 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $11,433,009 | 112,696 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $10,741,296 | 102,552 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $10,641,634 | 101,552 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $5,459,354 | 64,646 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $6,994,872 | 97,151 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $5,481,220 | 61,428 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $6,447,418 | 88,979 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||