Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,629,118
+$7,592,811 QoQ
Shares Held
82,222
+181.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#623
of 4,109 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Simplicity Wealth,LLC holds $26,793,856 across 4 Oil & Gas Integrated names. CVX ranks #1 (50.9% of the industry book) .
All Filings in CVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,629,118 | 82,222 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,036,307 | 29,175 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,855,668 | 25,298 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,744,973 | 24,116 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $5,147,250 | 35,947 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,871,030 | 17,162 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $887,869 | 6,130 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,798,755 | 12,214 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $11,918,109 | 76,193 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $11,069,246 | 70,174 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $244,622 | 1,640 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||