Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,473,109
-$407,612 QoQ
Shares Held
8,887
-2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,017
of 4,109 holders
Holding Since
Dec 2023
11 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, 2026FLORIDA FINANCIAL ADVISORS, LLC holds $3,039,414 across 3 Oil & Gas Integrated names. CVX ranks #1 (48.5% of the industry book) .
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,109 | 8,887 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,880,721 | 9,090 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,257,992 | 8,254 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,491,871 | 9,607 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $874,890 | 6,110 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $891,655 | 5,330 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $727,676 | 5,024 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $674,938 | 4,583 | Shares | Sole | 2025-01-10 | |
| 2024-06-30 | $523,068 | 3,344 | Shares | Sole | 2025-01-10 | |
| 2024-03-31 | $625,123 | 3,963 | Shares | Sole | 2025-01-10 | |
| 2023-12-31 | $510,127 | 3,420 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||