Position in CVX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$21,714
-$14,079 QoQ
Shares Held
131
-24.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#4,044
of 4,099 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, 2026Retirement Wealth Solutions LLC holds $60,317 across 5 Oil & Gas Integrated names. CVX ranks #2 (36.0% 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 | $21,714 | 131 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $35,793 | 173 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $14,478 | 95 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $11,180 | 72 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $143 | 1 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $167 | 1 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $144 | 1 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||