Position in CVX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$944,666
-$118,593 QoQ
Shares Held
5,699
+10.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#2,430
of 4,109 holders
Holding Since
Dec 2021
19 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, 2026Beaird Harris Wealth Management, LLC holds $956,000 across 3 Oil & Gas Integrated names. CVX ranks #1 (98.8% of the industry book) .
All Filings in CVX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,666 | 5,699 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,063,259 | 5,139 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $782,472 | 5,134 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $822,105 | 5,294 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $756,043 | 5,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $829,089 | 4,956 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $745,781 | 5,149 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $617,208 | 4,191 | Shares | Sole | 2024-12-02 | |
| 2024-06-30 | $853,114 | 5,454 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $678,281 | 4,300 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $509,381 | 3,415 | Shares | Sole | 2024-02-27 | |
| 2023-09-30 | $564,202 | 3,346 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $516,737 | 3,284 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $555,070 | 3,402 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $639,343 | 3,562 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $562,611 | 3,916 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $547,123 | 3,779 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,086,238 | 6,671 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $1,017,072 | 8,667 | Shares | Sole | 2022-05-17 | |
| No filing history on record for this holder in this stock. | ||||||