Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$858,802
-$209,629 QoQ
Shares Held
5,181
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
#2,505
of 4,099 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, 2026Tanglewood Legacy Advisors, LLC holds $2,050,483 across 4 Oil & Gas Integrated names. CVX ranks #2 (41.9% 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 | $858,802 | 5,181 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,068,431 | 5,164 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $784,301 | 5,146 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $780,953 | 5,029 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $717,238 | 5,009 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $834,442 | 4,988 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $719,709 | 4,969 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $618,534 | 4,200 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $653,835 | 4,180 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $721,187 | 4,572 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $679,274 | 4,554 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $765,028 | 4,537 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $713,896 | 4,537 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $740,256 | 4,537 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $814,346 | 4,537 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||