Position in CVX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$436,280
-$108,280 QoQ
Shares Held
2,632
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#3,136
of 4,109 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, 2026PARTNERS WEALTH MANAGEMENT, LLC holds $1,059,848 across 2 Oil & Gas Integrated names. CVX ranks #2 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BP |
Bp PLC
|
16,876 | $623,568 | |
| 2 | CVX |
Chevron Corp
This page
|
2,632 | $436,280 |
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $436,280 | 2,632 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $544,560 | 2,632 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $417,298 | 2,738 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $377,044 | 2,428 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $303,705 | 2,121 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $354,822 | 2,121 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $315,751 | 2,180 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||