Position in CVX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,226,382
-$944,255 QoQ
Shares Held
25,497
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,237
of 4,109 holders
Holding Since
Jun 2021
21 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, 2026Accurate Wealth Management, LLC holds $4,648,351 across 2 Oil & Gas Integrated names. CVX ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
25,497 | $4,226,382 | |
| 2 | BP |
Bp PLC
|
11,420 | $421,969 |
All Filings in CVX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,226,382 | 25,497 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,170,637 | 24,991 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,154,239 | 27,257 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $4,194,848 | 27,013 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,706,043 | 25,882 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,130,222 | 24,689 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,651,995 | 25,214 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $3,499,135 | 23,760 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,727,175 | 23,828 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,549,623 | 22,503 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $3,225,585 | 21,625 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,558,556 | 21,104 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,821,442 | 17,931 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,558,675 | 15,682 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,015,313 | 11,228 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,378,369 | 9,594 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $943,820 | 6,519 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,006,615 | 6,182 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $701,283 | 5,976 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $579,178 | 5,709 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $505,475 | 4,826 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||