Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,736,230
-$290,044 QoQ
Shares Held
22,540
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#1,327
of 4,109 holders
Holding Since
Dec 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, 202644 WEALTH MANAGEMENT LLC holds $7,862,444 across 4 Oil & Gas Integrated names. CVX ranks #1 (47.5% 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 | $3,736,230 | 22,540 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,026,274 | 19,460 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,943,379 | 12,751 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,664,553 | 10,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,394,670 | 9,740 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,595,946 | 9,540 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,423,053 | 9,825 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,657,671 | 11,256 | Shares | Sole | 2024-10-25 | |
| 2023-06-30 | $1,718,576 | 10,922 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,942,093 | 11,903 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,243,445 | 12,499 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $1,795,300 | 12,496 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,803,958 | 12,460 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,189,412 | 13,446 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,547,025 | 13,183 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,290,849 | 12,724 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,350,203 | 12,891 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,323,392 | 12,629 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,151,475 | 13,635 | Shares | Sole | 2021-03-05 | |
| No filing history on record for this holder in this stock. | ||||||