Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$55,528
+$4,631 QoQ
Shares Held
335
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#4,006
of 4,109 holders
Holding Since
Dec 2023
11 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, 2026Bare Financial Services, Inc holds $158,839 across 11 Oil & Gas Integrated names. CVX ranks #1 (35.0% of the industry book) .
All Filings in CVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,528 | 335 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $50,897 | 246 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $31,395 | 206 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $34,163 | 220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $26,918 | 188 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,777 | 178 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $25,781 | 178 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,214 | 178 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $27,842 | 178 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,077 | 178 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $26,550 | 178 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||