Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,895,164
-$1,231,663 QoQ
Shares Held
17,466
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,519
of 4,109 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. CVX ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
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|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in CVX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,895,164 | 17,466 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,126,827 | 19,946 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,651,324 | 17,396 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,264,728 | 27,463 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,638,991 | 18,430 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,203,220 | 31,103 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,038,669 | 41,692 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,454,033 | 30,244 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,900,169 | 31,327 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,201,949 | 32,978 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,791,019 | 32,120 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $4,972,435 | 29,489 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,683,837 | 29,767 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,062,691 | 31,029 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,710,715 | 26,245 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,579,594 | 17,955 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,159,520 | 42,544 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,584,397 | 52,720 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $7,875,123 | 67,108 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,122,007 | 50,488 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $5,214,480 | 49,785 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,838,281 | 65,257 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||