Atlantic Edge Private Wealth Management, LLC
Position in CVX — Chevron Corp
CIK 2011145
JACKSONVILLE, FL
Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,126,670
-$342,113 QoQ
Shares Held
6,797
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#2,262
of 4,105 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, 2026Atlantic Edge Private Wealth Management, LLC holds $1,482,000 across 6 Oil & Gas Integrated names. CVX ranks #1 (76.0% 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 | $1,126,670 | 6,797 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,468,783 | 7,099 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,068,851 | 7,013 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,184,552 | 7,628 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,174,444 | 8,202 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,476,668 | 8,827 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,261,121 | 8,707 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,277,861 | 8,677 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,354,284 | 8,658 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,370,129 | 8,686 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,271,738 | 8,526 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||