Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$40,776
-$10,121 QoQ
Shares Held
246
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#4,025
of 4,105 holders
Holding Since
Dec 2024
7 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, 2026CONSULTIVA WEALTH MANAGEMENT, CORP. holds $72,664 across 3 Oil & Gas Integrated names. CVX ranks #1 (56.1% of the industry book) .
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,776 | 246 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $50,897 | 246 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $37,492 | 246 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,201 | 246 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,224 | 246 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $41,153 | 246 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,704 | 67 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||