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Security Asset Management

SEC CIK
0000899211
Latest filing
May 12, 2023

CVX holding history

Chevron Corp in every 13F filed by Security Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q1 2023 holdings

Shares (Q1 2023)
5,697
Value
$929.5K
% of portfolio
0.5%
Quarters held
9
Since Q1 2021
Holdings of CVX by Security Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20235,697$929.5K0.5%+991+21.1%AddedHolders
Q4 20224,706$844.7K0.5%00.0%UnchangedHolders
Q3 20224,706$676.0K0.4%00.0%UnchangedHolders
Q2 20224,706$681.0K0.4%00.0%UnchangedHolders
Q1 20224,706$766.0K0.3%00.0%UnchangedHolders
Q4 20214,706$552.0K0.2%−737−13.5%ReducedHolders
Q3 20215,443$552.0K0.2%00.0%UnchangedHolders
Q2 20215,443$570.0K0.2%00.0%UnchangedHolders
Q1 20215,443$570.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.