Position in CVX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,101,640
-$283,348 QoQ
Shares Held
6,646
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#2,277
of 4,099 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $4,328,969 across 5 Oil & Gas Integrated names. CVX ranks #2 (25.4% of the industry book) .
All Filings in CVX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,101,640 | 6,646 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,384,988 | 6,694 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,035,930 | 6,797 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $995,719 | 6,412 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $918,134 | 6,412 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,072,663 | 6,412 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $918,430 | 6,341 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $933,839 | 6,341 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $991,859 | 6,341 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $999,756 | 6,338 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $945,376 | 6,338 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,068,713 | 6,338 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $997,284 | 6,338 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,009,634 | 6,188 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,097,222 | 6,113 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $878,254 | 6,113 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||