Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$133,436
-$46,773 QoQ
Shares Held
805
-7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,909
of 4,105 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $227,298 across 10 Oil & Gas Integrated names. CVX ranks #1 (58.7% of the industry book) .
All Filings in CVX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $133,436 | 805 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $180,209 | 871 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $126,652 | 831 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||