Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,881,933
-$11,990,814 QoQ
Shares Held
23,419
-69.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,297
of 4,109 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Fiduciary Alliance LLC holds $10,954,983 across 4 Oil & Gas Integrated names. CVX ranks #2 (35.4% 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 | $3,881,933 | 23,419 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,872,747 | 76,717 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,173,023 | 20,819 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,120,241 | 20,093 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,900,743 | 20,258 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,719,800 | 16,258 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,425,200 | 16,744 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $3,172,784 | 21,544 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $9,592,300 | 61,324 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $9,013,421 | 57,141 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $8,752,559 | 58,679 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,915,445 | 52,873 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,016,982 | 50,950 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $7,027,301 | 43,070 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $7,291,422 | 40,623 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||