Position in CVX
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$14,603,124
-$2,658,543 QoQ
Shares Held
88,098
+5.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#598
of 4,105 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$16,576
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $38,762,182 across 10 Oil & Gas Integrated names. CVX ranks #1 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
88,098 | $14,603,124 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
106,449 | $14,553,707 | |
| 3 | EQNR |
Equinor ASA
|
60,942 | $1,913,578 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
108,984 | $1,761,181 | |
| 5 | E |
Eni Spa
|
37,066 | $1,736,912 | |
| 6 | TTE |
TotalEnergies SE
|
22,242 | $1,729,537 | |
| 7 | SU |
Suncor Energy Inc
|
16,651 | $893,825 | |
| 8 | SHEL |
Shell plc
|
11,015 | $854,103 |
All Filings in CVX
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,576 | 100 | Call | Sole | 2026-07-30 | |
| 2026-06-30 | $14,603,124 | 88,098 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $192 | 100 | Call | Sole | 2026-05-01 | |
| 2026-03-31 | $17,261,667 | 83,430 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,381,559 | 41,871 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,472,487 | 41,680 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,741,489 | 40,097 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,977,271 | 35,730 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,415,157 | 30,483 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,969,552 | 20,164 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,803,515 | 17,923 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||