Position in CVX
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$206,868
-$60,860 QoQ
Shares Held
1,248
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,831
of 4,105 holders
Holding Since
Jun 2024
6 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, 2026Optivise Advisory Services LLC holds $1,420,412 across 3 Oil & Gas Integrated names. CVX ranks #3 (14.6% of the industry book) .
All Filings in CVX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,868 | 1,248 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $267,728 | 1,294 | Shares | Sole | 2026-04-15 | |
| 2025-03-31 | $274,522 | 1,641 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $214,508 | 1,481 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $254,777 | 1,730 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $402,155 | 2,571 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||