Position in CVX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$472,416
-$37,592 QoQ
Shares Held
2,850
+15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,062
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, 2026Flatrock Wealth Partners LLC holds $1,287,572 across 3 Oil & Gas Integrated names. CVX ranks #2 (36.7% 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 | $472,416 | 2,850 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $510,008 | 2,465 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $296,742 | 1,947 | Shares | Sole | 2026-05-26 | |
| No filing history on record for this holder in this stock. | ||||||