Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$380,087
-$102,817 QoQ
Shares Held
2,293
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#3,269
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, 2026CrossGen Wealth, LLC holds $773,662 across 3 Oil & Gas Integrated names. CVX ranks #1 (49.1% 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 | $380,087 | 2,293 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $482,904 | 2,334 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $367,308 | 2,410 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||