Position in CVX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$115,037
-$39,724 QoQ
Shares Held
694
-7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#3,915
of 4,099 holders
Holding Since
Dec 2023
11 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, 2026Dogwood Wealth Management LLC holds $154,819 across 8 Oil & Gas Integrated names. CVX ranks #1 (74.3% of the industry book) .
All Filings in CVX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,037 | 694 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $154,761 | 748 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $590,588 | 3,875 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $843,224 | 5,430 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $787,974 | 5,503 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $778,902 | 4,656 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $81,255 | 561 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $81,882 | 556 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $86,031 | 550 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $85,810 | 544 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $80,248 | 538 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||