Position in CVX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,087,717
-$184,924 QoQ
Shares Held
6,562
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#2,286
of 4,099 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, 2026Alteri Wealth LLC holds $1,326,968 across 2 Oil & Gas Integrated names. CVX ranks #1 (82.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
This page
|
6,562 | $1,087,717 | |
| 2 | BP |
Bp PLC
|
6,475 | $239,251 |
All Filings in CVX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,087,717 | 6,562 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,272,641 | 6,151 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $830,634 | 5,450 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $864,965 | 5,570 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $777,092 | 5,427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,080,191 | 6,457 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,065,298 | 7,355 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||