Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$846,701
-$75,865 QoQ
Shares Held
5,108
+14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#2,525
of 4,109 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 86%
Shared 14%
None 0%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $2,658,967 across 4 Oil & Gas Integrated names. CVX ranks #2 (31.8% 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 | $846,701 | 5,108 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $922,566 | 4,459 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $764,640 | 5,017 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $921,179 | 5,932 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $654,521 | 4,571 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $727,544 | 4,349 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $571,248 | 3,944 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||