Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$6,883,349
-$1,729,691 QoQ
Shares Held
41,526
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.08%
of 13F equity value
Holder Rank
#910
of 4,109 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Keystone Wealth Services, LLC holds $14,110,935 across 4 Oil & Gas Integrated names. CVX ranks #1 (48.8% of the industry book) .
All Filings in CVX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,883,349 | 41,526 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,613,040 | 41,629 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,464,774 | 42,417 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,428,850 | 41,399 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $203,043 | 1,418 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $236,380 | 1,413 | Shares | Sole | 2025-04-17 | |
| 2024-06-30 | $247,300 | 1,581 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $247,967 | 1,572 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $234,181 | 1,570 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $264,058 | 1,566 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $265,449 | 1,687 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $274,108 | 1,680 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $297,773 | 1,659 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $248,405 | 1,729 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $252,496 | 1,744 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $283,161 | 1,739 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||