Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$705,308
-$175,465 QoQ
Shares Held
4,255
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#2,698
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, 2026Smallwood Wealth Investment Management, LLC holds $2,467,515 across 6 Oil & Gas Integrated names. CVX ranks #2 (28.6% 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 | $705,308 | 4,255 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $880,773 | 4,257 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $648,809 | 4,257 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $661,069 | 4,257 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $610,275 | 4,262 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $711,986 | 4,256 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $717,247 | 4,952 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $729,281 | 4,952 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $776,625 | 4,965 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $758,098 | 4,806 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $716,862 | 4,806 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $873,620 | 5,181 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $815,073 | 5,180 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $845,168 | 5,180 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $979,117 | 5,455 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $794,495 | 5,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $683,506 | 4,721 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $756,508 | 4,646 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $552,483 | 4,708 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||