Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$240,185
-$106,579 QoQ
Shares Held
1,449
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#3,702
of 4,109 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, 2026Axis Wealth Partners, LLC holds $682,610 across 2 Oil & Gas Integrated names. CVX ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,236 | $442,425 | |
| 2 | CVX |
Chevron Corp
This page
|
1,449 | $240,185 |
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,185 | 1,449 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $346,764 | 1,676 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $232,425 | 1,525 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $239,456 | 1,542 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $211,205 | 1,475 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $275,192 | 1,645 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $256,511 | 1,771 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||