Position in CVX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,371,361
+$5,278,468 QoQ
Shares Held
80,667
+106.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
#638
of 4,109 holders
Holding Since
Dec 2021
18 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, 2026Confluence Wealth Services, Inc. holds $15,167,279 across 4 Oil & Gas Integrated names. CVX ranks #1 (88.2% of the industry book) .
All Filings in CVX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,371,361 | 80,667 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,092,893 | 39,115 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $6,159,497 | 40,414 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,599,514 | 42,498 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,024,576 | 42,074 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $7,010,120 | 41,904 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,001,445 | 41,435 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $5,600,383 | 38,028 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,396,170 | 40,891 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,216,461 | 33,070 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $4,051,036 | 27,159 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $4,603,663 | 27,302 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $3,975,447 | 25,265 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $4,150,953 | 25,441 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,206,527 | 23,436 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,316,478 | 23,084 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $4,083,287 | 25,077 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,944,898 | 25,095 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||