Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,138,032
-$1,016,053 QoQ
Shares Held
24,964
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,248
of 4,109 holders
Holding Since
Jun 2022
14 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, 2026WCG Wealth Advisors LLC holds $19,727,811 across 5 Oil & Gas Integrated names. CVX ranks #2 (21.0% of the industry book) .
All Filings in CVX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,138,032 | 24,964 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,154,085 | 24,911 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,760,564 | 24,674 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,645,452 | 10,596 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,698,806 | 11,864 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $1,518,206 | 10,309 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $3,159,058 | 20,027 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,155,746 | 27,861 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,094,516 | 30,213 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,721,484 | 23,651 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,450,010 | 15,016 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,716,581 | 15,135 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,949,170 | 13,567 | Shares | Sole | 2022-11-14 | |
| 2022-09-30 | $267,369 | 1,861 | Principal | Sole | 2022-11-14 | |
| 2022-06-30 | $619,513 | 4,279 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||