Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,711,637
-$473,227 QoQ
Shares Held
10,326
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,911
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, 2026Tradition Wealth Management, LLC holds $2,812,643 across 2 Oil & Gas Integrated names. CVX ranks #1 (60.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
10,326 | $1,711,637 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
8,053 | $1,101,006 |
All Filings in CVX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,711,637 | 10,326 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,184,864 | 10,560 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,583,387 | 10,389 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,639,396 | 10,557 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,499,199 | 10,470 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,543,752 | 9,228 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,287,048 | 8,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,352,527 | 9,184 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,493,967 | 9,551 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,431,963 | 9,078 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,348,257 | 9,039 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,564,456 | 9,278 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,478,303 | 9,395 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,541,862 | 9,450 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,620,794 | 9,030 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,362,422 | 9,483 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,319,380 | 9,113 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,571,309 | 9,650 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $885,992 | 7,550 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $318,654 | 3,141 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $299,242 | 2,857 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $265,433 | 2,533 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $226,072 | 2,677 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||