Position in CVX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$335,332
-$91,295 QoQ
Shares Held
2,023
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#3,384
of 4,105 holders
Holding Since
Jun 2023
13 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, 2026CGC Financial Services, LLC holds $371,391 across 3 Oil & Gas Integrated names. CVX ranks #1 (90.3% 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 | $335,332 | 2,023 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $426,627 | 2,062 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $313,964 | 2,060 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $294,895 | 1,899 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $276,356 | 1,930 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $314,337 | 1,879 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $277,658 | 1,917 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $282,169 | 1,916 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $299,387 | 1,914 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $301,756 | 1,913 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $310,401 | 2,081 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $290,363 | 1,722 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $333,896 | 2,122 | Shares | Sole | 2023-09-13 | |
| No filing history on record for this holder in this stock. | ||||||