Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$168,246
-$531,076 QoQ
Shares Held
1,015
-70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#3,887
of 4,109 holders
Holding Since
Mar 2020
19 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, 2026Lloyd Advisory Services, LLC. holds $390,652 across 4 Oil & Gas Integrated names. CVX ranks #2 (43.1% 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 | $168,246 | 1,015 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $699,322 | 3,380 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $193,255 | 1,268 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $242,407 | 1,561 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $231,251 | 1,615 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $259,466 | 1,551 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $204,369 | 1,411 | Shares | Sole | 2025-02-03 | |
| 2024-03-31 | $2,377,141 | 15,070 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $403,477 | 2,705 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,198,045 | 7,105 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $480,853 | 2,679 | Shares | Other | 2023-01-27 | |
| 2022-03-31 | $335,104 | 2,058 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $311,564 | 2,655 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $265,799 | 2,620 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $269,914 | 2,577 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $237,034 | 2,262 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $200,315 | 2,372 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $179,424 | 2,492 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $177,961 | 2,456 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||