Position in CVX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$311,628
-$31,412 QoQ
Shares Held
1,880
+13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,457
of 4,105 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)
Derivatives in CVX
reported options exposure · as of Jun 30, 2025CallValue
$0
CallShares
0
PutValue
$208,341
PutShares
1,455
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CURA WEALTH ADVISORS, LLC holds $3,168,173 across 6 Oil & Gas Integrated names. CVX ranks #5 (9.8% of the industry book) .
All Filings in CVX
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,628 | 1,880 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $343,040 | 1,658 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $252,695 | 1,658 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $264,458 | 1,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $208,341 | 1,455 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $243,406 | 1,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $215,956 | 1,491 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||