Position in CVX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$209,354
-$51,340 QoQ
Shares Held
1,263
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#3,825
of 4,108 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026VSM Wealth Advisory, LLC holds $3,424,681 across 4 Oil & Gas Integrated names. CVX ranks #2 (6.1% 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 | $209,354 | 1,263 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $260,694 | 1,260 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $194,170 | 1,274 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $197,373 | 1,271 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $241,991 | 1,690 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $292,924 | 1,751 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $253,614 | 1,751 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||