True Wealth Design, LLC

Position in CVX — Chevron Corp

CIK 1966033 AKRON, OH

Position in CVX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$190,624

+$102,485 QoQ

Shares Held

1,150

+170.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#3,869

of 4,105 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. CVX ranks #1 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	1,150	$190,624
2	XOM	ExxonMobil Holdings Corp	641	$87,637
3	NFG	National Fuel Gas Co	602	$46,480
4	SHEL	Shell plc	552	$42,802
5	SU	Suncor Energy Inc	664	$35,643
6	BP	Bp PLC	560	$20,692
7	E	Eni Spa	440	$20,618
8	TTE	TotalEnergies SE	245	$19,051

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$190,624	1,150	+170.0%	Shares	Sole	2026-07-16
2026-03-31	$88,139	426	+43.0%	Shares	Sole	2026-04-13
2025-12-31	$45,418	298	-20.1%	Shares	Sole	2026-01-08
2025-09-30	$57,923	373	+79.3%	Shares	Sole	2025-10-21
2025-06-30	$29,783	208	-18.1%	Shares	Sole	2025-08-06
2025-03-31	$42,491	254	+38.8%	Shares	Sole	2025-05-13
2024-12-31	$26,505	183	-0.5%	Shares	Sole	2025-02-14
2024-09-30	$27,097	184	-96.6%	Shares	Sole	2024-11-14
2024-06-30	$842,321	5,385	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$845,013	5,357	+2.3%	Shares	Sole	2024-05-14
2023-12-31	$781,150	5,237	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$869,910	5,159	+7600.0%	Shares	Sole	2023-11-13
2023-06-30	$10,542	67	-95.8%	Shares	Sole	2023-08-14
2023-03-31	$257,955	1,581	+102.7%	Shares	Sole	2023-05-12
2022-12-31	$140,002	780	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.