CHEVRON CORP · CUSIP 166764100 · CIK 1831187
As of 2026-06-30, 44 WEALTH MANAGEMENT LLC reported 22.54K CVX (shares), valued at $3.74M, or 1.24% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 15.83%; reported value decreased 7.20%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.24% | 22,540 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 1.41% | 19,460 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 0.65% | 12,751 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 0.56% | 10,719 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 0.49% | 9,740 | SEC filing ↗Filed Aug 15, 2025 |
| Q1 2025 | 0.60% | 9,540 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.55% | 9,825 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 0.60% | 11,256 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | Not reported | Not reported | No filing this quarter |
| Q1 2024 | Not reported | Not reported | No filing this quarter |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q3 2024 | 0.60% | 11,256 | $1.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 0.55% | 9,825 | $1.42M | Shares decreased 12.71%; reported value decreased 15.99%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 0.60% | 9,540 | $1.60M | Shares decreased 2.90%; reported value increased 12.15%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.49% | 9,740 | $1.39M | Shares increased 2.10%; reported value decreased 12.61%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 15, 2025 |
| Q3 2025 | 0.56% | 10,719 | $1.66M | Shares increased 10.05%; reported value increased 19.35%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 0.65% | 12,751 | $1.94M | Shares increased 18.96%; reported value increased 16.75%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 1.41% | 19,460 | $4.03M | Shares increased 52.62%; reported value increased 107.18%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 1.24% | 22,540 | $3.74M | Shares increased 15.83%; reported value decreased 7.20%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.