Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,007,157
-$325,072 QoQ
Shares Held
6,076
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,356
of 4,105 holders
Holding Since
Sep 2022
16 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, 2026Balboa Wealth Partners holds $2,919,057 across 3 Oil & Gas Integrated names. CVX ranks #2 (34.5% of the industry book) .
All Filings in CVX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,007,157 | 6,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,332,229 | 6,439 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $707,182 | 4,640 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $717,905 | 4,623 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $640,202 | 4,471 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $594,715 | 3,555 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $529,969 | 3,659 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $932,660 | 6,333 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,131,229 | 7,232 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,176,109 | 7,456 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,030,695 | 6,910 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,164,658 | 6,907 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,102,079 | 7,004 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $1,141,141 | 6,994 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,193,429 | 6,649 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,404,230 | 9,774 | Shares | Sole | 2023-01-04 | |
| No filing history on record for this holder in this stock. | ||||||