Position in CVX
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$5,474,987
+$1,391,009 QoQ
Shares Held
26,462
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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 Mar 31, 2026TruWealth Advisors, LLC holds $38,992,319 across 3 Oil & Gas Integrated names. CVX ranks #2 (14.0% of the industry book) .
All Filings in CVX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,474,987 | 26,462 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $4,083,978 | 26,796 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $4,288,799 | 27,618 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $4,007,458 | 27,987 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $18,896,241 | 112,955 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $15,871,132 | 109,577 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $15,838,446 | 107,547 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $16,883,505 | 107,937 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,289,494 | 103,268 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $23,452,426 | 157,230 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $24,083,488 | 142,827 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $22,585,546 | 143,537 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $23,651,673 | 144,960 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $25,635,838 | 142,826 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $20,598,398 | 143,373 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $19,822,264 | 136,913 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $28,721,420 | 176,389 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $20,581,077 | 175,382 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $17,315,993 | 170,685 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $16,543,787 | 157,951 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $16,341,581 | 155,946 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,781,338 | 151,348 | Shares | Sole | 2021-01-26 | |
| No filing history on record for this holder in this stock. | ||||||