Position in CVX
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$512,529
-$124,102 QoQ
Shares Held
3,092
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,997
of 4,109 holders
Holding Since
Mar 2021
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 Jun 30, 2026IVC Wealth Advisors LLC holds $1,819,816 across 3 Oil & Gas Integrated names. CVX ranks #2 (28.2% 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,529 | 3,092 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $636,631 | 3,077 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $464,393 | 3,047 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $461,521 | 2,972 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $386,613 | 2,700 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $407,518 | 2,436 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $335,594 | 2,317 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $298,074 | 2,024 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $318,627 | 2,037 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $322,736 | 2,046 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $300,109 | 2,012 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $432,847 | 2,567 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $403,288 | 2,563 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $343,778 | 2,107 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $380,877 | 2,122 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $307,741 | 2,142 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $315,620 | 2,180 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $360,668 | 2,215 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $233,409 | 1,989 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $225,219 | 2,220 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $232,208 | 2,217 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $226,765 | 2,164 | Shares | Sole | 2021-04-20 | |
| No filing history on record for this holder in this stock. | ||||||