Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,182,256
-$2,444,638 QoQ
Shares Held
85,559
+6.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#607
of 4,099 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Modern Wealth Management, LLC holds $37,563,697 across 6 Oil & Gas Integrated names. CVX ranks #2 (37.8% of the industry book) .
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,182,256 | 85,559 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $16,626,894 | 80,362 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $19,196,341 | 125,952 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $18,862,917 | 121,469 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $16,598,438 | 115,919 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $18,834,842 | 112,588 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $14,976,743 | 103,402 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $3,743,894 | 25,422 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $3,512,877 | 22,458 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $3,013,463 | 19,104 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $393,930 | 2,641 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||