Position in CVX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$135,260
-$880 QoQ
Shares Held
816
+24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,912
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, 2026Rialto Wealth Management, LLC holds $442,940 across 3 Oil & Gas Integrated names. CVX ranks #2 (30.5% 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 | $135,260 | 816 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $136,140 | 658 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $95,256 | 625 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $291,945 | 1,880 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $236,263 | 1,650 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $395,808 | 2,366 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $442,341 | 3,054 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||