Position in CVX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$206,205
-$67,109 QoQ
Shares Held
1,244
-5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,838
of 4,109 holders
Holding Since
Mar 2024
9 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, 2026RETIREMENT GUYS FORMULA LLC holds $409,917 across 2 Oil & Gas Integrated names. CVX ranks #1 (50.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
1,244 | $206,205 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
1,490 | $203,712 |
All Filings in CVX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,205 | 1,244 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $273,314 | 1,321 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $800,364 | 5,154 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,167,714 | 8,155 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,201,978 | 7,185 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $829,788 | 5,729 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $826,626 | 5,613 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $785,697 | 5,023 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $732,702 | 4,645 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||