Copia Wealth Management

Position in CVX — Chevron Corp

CIK 2058771 BEND, OR

Position in CVX

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$97,964

-$21,831 QoQ

Shares Held

591

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#3,940

of 4,105 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Copia Wealth Management holds $106,847 across 6 Oil & Gas Integrated names. CVX ranks #1 (91.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp This page	591	$97,964
2	XOM	ExxonMobil Holdings Corp	32	$4,375
3	TTE	TotalEnergies SE	26	$2,021
4	E	Eni Spa	34	$1,593
5	BP	Bp PLC	20	$739
6	SHEL	Shell plc	2	$155

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,964	591	+2.1%	Shares	Sole	2026-08-18
2026-03-31	$119,795	579	-0.5%	Shares	Sole	2026-05-04
2025-12-31	$88,702	582	-4.6%	Shares	Sole	2026-02-06
2025-09-30	$94,726	610	+11.1%	Shares	Sole	2025-10-31
2025-06-30	$78,611	549	+2.0%	Shares	Sole	2025-07-28
2025-03-31	$90,002	538	-44.2%	Shares	Sole	2025-04-17
2024-12-31	$139,625	964	—	Shares	Sole	2025-03-06
No filing history on record for this holder in this stock.