Position in CVX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$518,663
+$19,621 QoQ
Shares Held
3,129
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#2,985
of 4,109 holders
Holding Since
Dec 2020
23 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, 2026Phoenix Wealth Advisors holds $1,398,557 across 3 Oil & Gas Integrated names. CVX ranks #2 (37.1% of the industry book) .
All Filings in CVX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,663 | 3,129 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $499,042 | 2,412 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $367,612 | 2,412 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $374,404 | 2,411 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $242,563 | 1,694 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $283,221 | 1,693 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $245,503 | 1,695 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $249,328 | 1,693 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $663,690 | 4,243 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $260,744 | 1,653 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $246,561 | 1,653 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $350,055 | 2,076 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $260,099 | 1,653 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $269,703 | 1,653 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $296,696 | 1,653 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $253,146 | 1,762 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $258,721 | 1,787 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $315,890 | 1,940 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $286,334 | 2,440 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $146,088 | 1,440 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $102,435 | 978 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $96,197 | 918 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $86,223 | 1,021 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||