Position in CVX
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,018,760
+$5,929,257 QoQ
Shares Held
120,922
-3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90.51537354658375.ToString("F0")%
Shared 0.ToString("F0")%
None 9.484626453416253.ToString("F0")%
Common Shares in CVX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026VALLEY WEALTH MANAGERS, INC. holds $54,131,806 across 4 Oil & Gas Integrated names. CVX ranks #1 (46.2% of the industry book) .
All Filings in CVX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,018,760 | 120,922 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,089,503 | 125,251 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $22,456,951 | 144,613 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $20,500,081 | 143,167 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $23,522,143 | 140,607 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $19,703,887 | 136,039 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $20,763,155 | 140,987 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $20,543,733 | 131,337 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $21,792,569 | 138,155 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $20,418,810 | 136,892 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $22,578,723 | 133,903 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $21,775,351 | 138,388 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $23,230,394 | 142,378 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $26,085,281 | 145,330 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $22,182,791 | 154,401 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $23,048,541 | 159,197 | Shares | Defined | 2022-11-16 | |
| 2022-03-31 | $28,187,338 | 173,109 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $22,137,255 | 188,643 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $19,691,444 | 194,100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $20,214,924 | 193,001 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $20,281,684 | 193,546 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $13,770,500 | 163,061 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $12,562,560 | 174,480 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $15,676,996 | 175,692 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $12,910,632 | 178,176 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||