Position in CVX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,173,912
-$281,629 QoQ
Shares Held
7,082
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#2,227
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, 2026Wealth Dimensions Group, Ltd. holds $3,681,667 across 3 Oil & Gas Integrated names. CVX ranks #2 (31.9% of the industry book) .
All Filings in CVX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,173,912 | 7,082 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,455,541 | 7,035 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,082,873 | 7,105 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,177,874 | 7,585 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,105,713 | 7,722 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,194,952 | 7,143 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $898,152 | 6,201 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $882,589 | 5,993 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $827,618 | 5,291 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $839,492 | 5,322 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $825,153 | 5,532 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $918,979 | 5,450 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $854,725 | 5,432 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $906,516 | 5,556 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,296,276 | 7,222 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,017,614 | 7,083 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,021,567 | 7,056 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,169,445 | 7,182 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $779,556 | 6,643 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $650,497 | 6,412 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $388,899 | 3,713 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $303,471 | 2,896 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $238,317 | 2,822 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||