Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,385,873
-$1,431,068 QoQ
Shares Held
32,492
-1.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,072
of 4,109 holders
Holding Since
Jun 2023
13 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $15,723,705 across 6 Oil & Gas Integrated names. CVX ranks #2 (34.3% of the industry book) .
All Filings in CVX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,385,873 | 32,492 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $6,816,941 | 32,948 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,506,916 | 29,571 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,452,319 | 28,671 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,159,200 | 22,063 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $3,414,054 | 20,408 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $3,583,196 | 24,739 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $5,763,705 | 39,137 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,142,940 | 26,486 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $3,482,741 | 22,079 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,016,941 | 13,522 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $560,830 | 3,326 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $796,348 | 5,061 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||