IAG Wealth Partners, LLC

Position in CVX — Chevron Corp

CIK 1827261 Waukesha, WI

Position in CVX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$223,776

-$82,642 QoQ

Shares Held

1,350

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

#3,755

of 4,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $289,039 across 4 Oil & Gas Integrated names. CVX ranks #1 (77.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	1,350	$223,776
2	NFG	National Fuel Gas Co	750	$57,907
3	XOM	ExxonMobil Holdings Corp	43	$5,878
4	BP	Bp PLC	40	$1,478

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,776	1,350	-8.8%	Shares	Sole	2026-08-06
2026-03-31	$306,418	1,481	+10.5%	Shares	Sole	2026-04-29
2025-12-31	$204,229	1,340	-12.1%	Shares	Sole	2026-02-10
2025-09-30	$236,817	1,525	+0.4%	Shares	Sole	2025-11-12
2025-06-30	$217,505	1,519	+7.7%	Shares	Sole	2025-08-13
2025-03-31	$235,878	1,410	-14.2%	Shares	Sole	2025-04-16
2024-12-31	$237,972	1,643	-30.8%	Shares	Sole	2025-02-10
2024-09-30	$349,618	2,374	+4.3%	Shares	Sole	2024-10-29
2024-06-30	$356,011	2,276	+25.3%	Shares	Sole	2024-07-16
2024-03-31	$286,613	1,817	0.0%	Shares	Sole	2024-04-24
2023-12-31	$271,023	1,817	0.0%	Shares	Sole	2024-02-02
2023-09-30	$306,382	1,817	-7.6%	Shares	Sole	2023-10-24
2023-06-30	$309,507	1,967	0.0%	Shares	Sole	2023-08-10
2023-03-31	$320,935	1,967	+39.5%	Shares	Sole	2023-04-25
2022-12-31	$253,080	1,410	-3.0%	Shares	Sole	2023-02-08
2022-09-30	$208,752	1,453	-0.3%	Shares	Sole	2022-10-26
2022-06-30	$210,944	1,457	+0.8%	Shares	Sole	2022-08-03
2022-03-31	$235,452	1,446	-19.7%	Shares	Sole	2022-05-04
2021-12-31	$211,230	1,800	+71.4%	Shares	Sole	2022-02-14
2021-09-30	$106,522	1,050	0.0%	Shares	Sole	2021-11-04
2021-06-30	$109,977	1,050	-27.1%	Shares	Sole	2021-08-04
2021-03-31	$150,897	1,440	+6.7%	Shares	Sole	2021-04-29
2020-12-31	$114,007	1,350	-81.1%	Shares	Sole	2021-02-11
2020-09-30	$513,000	7,125	-25.8%	Shares	Sole	2021-02-11
2020-06-30	$856,251	9,596	0.0%	Shares	Sole	2021-02-11
2020-03-31	$695,326	9,596	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.