Position in CVX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$393,016
-$97,543 QoQ
Shares Held
2,371
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,235
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, 2026Gratus Wealth Advisors, LLC holds $2,393,638 across 4 Oil & Gas Integrated names. CVX ranks #3 (16.4% 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 | $393,016 | 2,371 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $490,559 | 2,371 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $280,586 | 1,841 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $308,250 | 1,985 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $284,232 | 1,985 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $332,070 | 1,985 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $287,507 | 1,985 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $292,330 | 1,985 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $310,493 | 1,985 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $313,113 | 1,985 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $301,154 | 2,019 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||