Position in CVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,233,118
New position
Shares Held
13,472
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,709
of 4,109 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in CVX
reported options exposure · as of Jun 30, 2026CallValue
$1,812
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $6,831,251 across 6 Oil & Gas Integrated names. CVX ranks #2 (32.7% of the industry book) .
All Filings in CVX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,233,118 | 13,472 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $1,812 | 500 | Call | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||