Position in CVX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,465,514
+$1,440,532 QoQ
Shares Held
14,874
+200.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#1,631
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, 2026MOSAIC FAMILY WEALTH PARTNERS, LLC holds $3,045,409 across 3 Oil & Gas Integrated names. CVX ranks #1 (81.0% 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 | $2,465,514 | 14,874 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,024,982 | 4,954 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $747,266 | 4,903 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $757,970 | 4,881 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $615,144 | 4,296 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $728,213 | 4,353 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $666,119 | 4,599 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $729,575 | 4,954 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $789,451 | 5,047 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $871,198 | 5,523 | Shares | Sole | 2024-06-13 | |
| 2023-12-31 | $840,516 | 5,635 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $909,199 | 5,392 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $844,969 | 5,370 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $891,669 | 5,465 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $995,272 | 5,545 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||