Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$41,108
-$15,375 QoQ
Shares Held
248
-9.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#4,027
of 4,109 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Sunrise Financial Services, LLC holds $48,611 across 4 Oil & Gas Integrated names. CVX ranks #1 (84.6% 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 | $41,108 | 248 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $56,483 | 273 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $37,797 | 248 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||