Position in CVX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$11,588,447
-$2,460,063 QoQ
Shares Held
69,911
+3.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#701
of 4,109 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $17,278,083 across 4 Oil & Gas Integrated names. CVX ranks #1 (67.1% of the industry book) .
All Filings in CVX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,588,447 | 69,911 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,048,510 | 67,900 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,170,623 | 14,242 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,275,774 | 14,655 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,853,633 | 19,929 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,305,817 | 19,761 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,847,844 | 19,662 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,911,380 | 19,769 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,081,786 | 19,702 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,642,618 | 16,753 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,357,175 | 15,803 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,687,802 | 15,940 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,350,022 | 14,935 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,867,210 | 17,573 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,091,535 | 17,224 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||