Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,058,543
-$309,066 QoQ
Shares Held
6,386
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#2,314
of 4,105 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, 2026Uniting Wealth Partners, LLC holds $7,409,287 across 3 Oil & Gas Integrated names. CVX ranks #2 (14.3% 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 | $1,058,543 | 6,386 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,367,609 | 6,610 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,687,788 | 11,074 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,711,916 | 11,024 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $839,666 | 5,864 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $913,236 | 5,459 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $790,826 | 5,460 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||