Position in CVX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$61,165
-$7,525 QoQ
Shares Held
369
+11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,994
of 4,105 holders
Holding Since
Dec 2024
7 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, 2026IMG Wealth Management, Inc. holds $257,398 across 3 Oil & Gas Integrated names. CVX ranks #2 (23.8% of the industry book) .
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,165 | 369 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $68,690 | 332 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $55,020 | 361 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $41,151 | 265 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $37,945 | 265 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $29,108 | 174 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $25,202 | 174 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||