Position in CVX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$163,605
+$34,500 QoQ
Shares Held
987
+58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#3,890
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, 2026Private Wealth Management Group, LLC holds $746,777 across 3 Oil & Gas Integrated names. CVX ranks #2 (21.9% 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 | $163,605 | 987 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $129,105 | 624 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $83,368 | 547 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $83,856 | 540 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $51,691 | 361 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $78,124 | 467 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $76,910 | 531 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $73,487 | 499 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $87,438 | 559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $73,191 | 464 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $59,813 | 401 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||