Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,265,773
-$724,138 QoQ
Shares Held
13,669
-5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,697
of 4,108 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, 2026Forum Financial Management, LP holds $6,560,435 across 3 Oil & Gas Integrated names. CVX ranks #2 (34.5% 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 | $2,265,773 | 13,669 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,989,911 | 14,451 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $5,240,007 | 34,381 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $5,722,902 | 36,853 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,726,272 | 33,007 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $5,497,483 | 32,862 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $4,771,695 | 32,401 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,930,984 | 31,524 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,012,346 | 31,776 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,654,388 | 31,204 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,518,931 | 32,730 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $5,020,880 | 31,909 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,856,620 | 29,766 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $5,363,160 | 29,880 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $4,163,700 | 28,981 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,208,030 | 29,065 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,681,688 | 28,752 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,098,861 | 26,407 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||