Position in CVX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,204,577
-$229,653 QoQ
Shares Held
7,267
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,203
of 4,109 holders
Holding Since
Dec 2021
13 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, 2026CFS Investment Advisory Services, LLC holds $7,745,341 across 4 Oil & Gas Integrated names. CVX ranks #2 (15.6% of the industry book) .
All Filings in CVX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,204,577 | 7,267 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,434,230 | 6,932 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,023,128 | 6,713 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,084,700 | 6,985 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $978,703 | 6,835 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,885,358 | 11,270 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,824,839 | 12,599 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,600,640 | 17,659 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,776,114 | 43,320 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $2,552,374 | 16,221 | Shares | Sole | 2023-07-21 | |
| 2022-06-30 | $415,952 | 2,873 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,000 | 454,947 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $260,517 | 2,220 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||