Position in CVX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,714,711
-$866,209 QoQ
Shares Held
28,443
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#1,164
of 4,105 holders
Holding Since
Mar 2020
26 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $5,074,479 across 5 Oil & Gas Integrated names. CVX ranks #1 (92.9% of the industry book) .
All Filings in CVX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,714,711 | 28,443 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,580,920 | 26,974 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,393,827 | 28,829 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,218,608 | 27,166 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,268,741 | 22,828 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,694,766 | 22,086 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,146,069 | 21,721 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,084,459 | 14,154 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $834,031 | 5,332 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $755,890 | 4,792 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $553,681 | 3,712 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $526,768 | 3,124 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $470,319 | 2,989 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $511,017 | 3,132 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $756,909 | 4,217 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $690,334 | 4,805 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $648,903 | 4,482 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $642,364 | 3,945 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,271,721 | 10,837 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $990,050 | 9,759 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,059,864 | 10,119 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,087,615 | 10,379 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $827,610 | 9,800 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $780,120 | 10,835 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $907,736 | 10,173 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $33,621 | 464 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||