Position in CVX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,943,128
-$1,243,802 QoQ
Shares Held
29,821
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#1,133
of 4,109 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Derivatives in CVX
reported options exposure · as of Mar 31, 2026CallValue
$1,448
CallShares
7
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NWF Advisory Services Inc. holds $5,617,413 across 3 Oil & Gas Integrated names. CVX ranks #1 (88.0% of the industry book) .
All Filings in CVX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,943,128 | 29,821 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,448 | 7 | Call | Sole | 2026-05-04 | |
| 2026-03-31 | $6,186,930 | 29,903 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,066 | 7 | Call | Sole | 2026-03-03 | |
| 2025-12-31 | $4,604,306 | 30,210 | Shares | Sole | 2026-03-03 | |
| 2025-09-30 | $3,888,772 | 25,042 | Shares | Sole | 2025-10-31 | |
| 2025-09-30 | $1,087 | 7 | Call | Sole | 2025-10-31 | |
| 2025-06-30 | $3,503,572 | 24,468 | Shares | Sole | 2025-09-09 | |
| 2025-06-30 | $1,002 | 7 | Call | Sole | 2025-09-09 | |
| 2025-03-31 | $15,175 | 500 | Call | Sole | 2025-08-12 | |
| 2025-03-31 | $1,576,708 | 9,425 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $72,420 | 500 | Call | Sole | 2025-05-14 | |
| 2024-12-31 | $2,088,013 | 14,416 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $794,227 | 5,393 | Shares | Sole | 2025-10-06 | |
| 2024-06-30 | $825,741 | 5,279 | Shares | Sole | 2025-10-06 | |
| 2024-03-31 | $712,669 | 4,518 | Shares | Sole | 2025-10-06 | |
| 2023-12-31 | $691,207 | 4,634 | Shares | Sole | 2025-12-08 | |
| 2023-09-30 | $440,772 | 2,614 | Shares | Sole | 2025-12-08 | |
| 2023-06-30 | $420,281 | 2,671 | Shares | Sole | 2025-12-08 | |
| 2023-03-31 | $435,800 | 2,671 | Shares | Sole | 2025-12-08 | |
| No filing history on record for this holder in this stock. | ||||||