Position in CVX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,826,162
-$1,427,285 QoQ
Shares Held
41,181
+3.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#917
of 4,105 holders
Holding Since
Dec 2023
11 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, 2026Quotient Wealth Partners, LLC holds $74,606,032 across 4 Oil & Gas Integrated names. CVX ranks #2 (9.1% 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 | $6,826,162 | 41,181 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,253,447 | 39,891 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,192,989 | 47,195 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,185,423 | 46,271 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,899,714 | 41,202 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $7,168,041 | 42,848 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,072,851 | 41,928 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $6,374,876 | 43,287 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $6,931,439 | 44,313 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,792,915 | 43,064 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,141,097 | 34,467 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||