Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$825,650
-$197,263 QoQ
Shares Held
4,981
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,551
of 4,108 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, 2026NORTHCAPE WEALTH MANAGEMENT, LLC holds $6,494,569 across 3 Oil & Gas Integrated names. CVX ranks #2 (12.7% 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 | $825,650 | 4,981 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,022,913 | 4,944 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $713,583 | 4,682 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $649,267 | 4,181 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $576,053 | 4,023 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $592,875 | 3,544 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $439,010 | 3,031 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $341,960 | 2,322 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $352,414 | 2,253 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $349,394 | 2,215 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $300,109 | 2,012 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $297,108 | 1,762 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $328,546 | 2,088 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $338,720 | 2,076 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $334,032 | 2,325 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $352,689 | 2,166 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||