Position in CVX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$437,606
-$95,161 QoQ
Shares Held
2,640
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#3,132
of 4,109 holders
Holding Since
Sep 2023
12 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, 2026Basepoint Wealth LLC holds $1,255,608 across 3 Oil & Gas Integrated names. CVX ranks #2 (34.9% of the industry book) .
All Filings in CVX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,606 | 2,640 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $532,767 | 2,575 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $388,950 | 2,552 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $393,349 | 2,533 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $359,836 | 2,513 | Shares | Sole | 2025-10-16 | |
| 2025-03-31 | $407,518 | 2,436 | Shares | Sole | 2025-10-16 | |
| 2024-12-31 | $349,209 | 2,411 | Shares | Sole | 2025-10-16 | |
| 2024-09-30 | $340,340 | 2,311 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $319,096 | 2,040 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $311,536 | 1,975 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $259,240 | 1,738 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $217,857 | 1,292 | Shares | Sole | 2025-10-16 | |
| No filing history on record for this holder in this stock. | ||||||