Position in CVX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$91,831
-$46,171 QoQ
Shares Held
554
-16.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,949
of 4,105 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MPWM ADVISORY SOLUTIONS, LLC holds $133,124 across 5 Oil & Gas Integrated names. CVX ranks #1 (69.0% 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 | $91,831 | 554 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $138,002 | 667 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $195,846 | 1,285 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,622 | 1,337 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $188,867 | 1,319 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $176,156 | 1,053 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $214,508 | 1,481 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||