Position in CVX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,374,813
-$298,387 QoQ
Shares Held
8,294
+2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#2,072
of 4,109 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, 2026Pines Wealth Management, LLC holds $2,031,731 across 2 Oil & Gas Integrated names. CVX ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
8,294 | $1,374,813 | |
| 2 | SHEL |
Shell plc
|
8,472 | $656,918 |
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,374,813 | 8,294 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,673,200 | 8,087 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,228,577 | 8,061 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,255,519 | 8,085 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,128,909 | 7,884 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,306,200 | 7,808 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,094,266 | 7,555 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||