Position in CVX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$41,937
-$45,581 QoQ
Shares Held
253
-40.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#4,015
of 4,099 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, 2026Fourth Dimension Wealth, LLC holds $1,013,896 across 6 Oil & Gas Integrated names. CVX ranks #3 (4.1% 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 | $41,937 | 253 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $87,518 | 423 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,469 | 423 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $65,687 | 423 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $38,661 | 270 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $82,808 | 495 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $40,120 | 277 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||