Position in CVX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$609,831
-$169,768 QoQ
Shares Held
3,679
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,836
of 4,105 holders
Holding Since
Dec 2021
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, 2026Berger Financial Group, Inc holds $3,443,002 across 3 Oil & Gas Integrated names. CVX ranks #2 (17.7% of the industry book) .
All Filings in CVX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $609,831 | 3,679 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $779,599 | 3,768 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $597,294 | 3,919 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $632,806 | 4,075 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $569,896 | 3,980 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $739,254 | 4,419 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $626,722 | 4,327 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $653,731 | 4,439 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $602,842 | 3,854 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $521,330 | 3,305 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $482,980 | 3,238 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $541,101 | 3,209 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $503,992 | 3,203 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $521,785 | 3,198 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $540,085 | 3,009 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $460,175 | 3,203 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $522,221 | 3,607 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $495,328 | 3,042 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $263,568 | 2,246 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||