Position in CVX
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$485,179
-$120,417 QoQ
Shares Held
2,927
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#3,042
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, 2026Yoffe Investment Management, LLC holds $1,269,768 across 3 Oil & Gas Integrated names. CVX ranks #2 (38.2% 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 | $485,179 | 2,927 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $605,596 | 2,927 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $446,104 | 2,927 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $461,677 | 2,973 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $425,560 | 2,972 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $497,018 | 2,971 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $430,319 | 2,971 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||