Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$680,610
-$148,024 QoQ
Shares Held
4,106
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,726
of 4,109 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Palumbo Wealth Management LLC holds $1,657,468 across 3 Oil & Gas Integrated names. CVX ranks #2 (41.1% of the industry book) .
All Filings in CVX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $680,610 | 4,106 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $828,634 | 4,005 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $574,280 | 3,768 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $583,113 | 3,755 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $471,667 | 3,294 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $609,604 | 3,644 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $450,597 | 3,111 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $454,769 | 3,088 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $564,832 | 3,611 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $565,971 | 3,588 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $531,009 | 3,560 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $501,475 | 2,974 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $464,339 | 2,951 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $429,110 | 2,630 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $467,930 | 2,607 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $373,254 | 2,598 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $372,808 | 2,575 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $416,193 | 2,556 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $297,364 | 2,534 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $254,335 | 2,507 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $314,220 | 3,000 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||