Position in CVX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,441,403
-$1,709,888 QoQ
Shares Held
32,827
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,064
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, 2026GC Wealth Management RIA, LLC holds $12,367,828 across 4 Oil & Gas Integrated names. CVX ranks #2 (44.0% 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 | $5,441,403 | 32,827 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $7,151,291 | 34,564 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,548,942 | 36,408 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,335,568 | 60,117 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,808,710 | 26,599 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,073,451 | 18,372 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,636,522 | 18,203 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,447,038 | 16,616 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $2,682,290 | 17,148 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,701,455 | 17,126 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,347,181 | 15,736 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||