Position in CVX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$90,836
-$2,269 QoQ
Shares Held
548
+21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,955
of 4,109 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $124,810 across 4 Oil & Gas Integrated names. CVX ranks #1 (72.8% of the industry book) .
All Filings in CVX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,836 | 548 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $93,105 | 450 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $50,295 | 330 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $41,151 | 265 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $49,257 | 344 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||