Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$289,914
-$71,954 QoQ
Shares Held
1,749
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#3,527
of 4,109 holders
Holding Since
Jun 2025
5 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, 2026BCS Private Wealth Management, Inc. holds $1,378,004 across 3 Oil & Gas Integrated names. CVX ranks #3 (21.0% of the industry book) .
All Filings in CVX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,914 | 1,749 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $361,868 | 1,749 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $266,565 | 1,749 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $271,602 | 1,749 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $240,416 | 1,679 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||