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ProVise Management Group, LLC

SEC CIK
0001305707
Latest filing
Aug 3, 2026

CVX holding history

Chevron Corp in every 13F filed by ProVise Management Group, LLC, 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 Q2 2026 holdings

Shares (Q2 2026)
4,713
Value
$781.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CVX by ProVise Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,713$781.2K0.1%+166+3.7%AddedHolders
Q1 20264,547$940.8K0.1%00.0%UnchangedHolders
Q4 20254,547$693.0K<0.1%−39−0.9%ReducedHolders
Q3 20254,586$712.2K0.1%−77−1.7%ReducedHolders
Q2 20254,663$667.7K0.1%−75−1.6%ReducedHolders
Q1 20254,738$792.6K0.1%+264+5.9%AddedHolders
Q4 20244,474$648.0K0.1%−2,739−38.0%ReducedHolders
Q3 20247,213$1.06M0.1%−42,470−85.5%ReducedHolders
Q2 202449,683$7.77M0.7%+1,929+4.0%AddedHolders
Q1 202447,754$7.53M0.7%+1,090+2.3%AddedHolders
Q4 202346,664$6.96M0.6%+2,166+4.9%AddedHolders
Q3 202344,498$7.50M0.7%+469+1.1%AddedHolders
Q2 202344,029$6.93M0.6%+29,985+213.5%AddedHolders
Q1 202314,044$2.29M0.2%−48−0.3%ReducedHolders
Q4 202214,092$2.53M0.3%+121+0.9%AddedHolders
Q3 202213,971$2.01M0.2%−468−3.2%ReducedHolders
Q2 202214,439$2.09M0.2%−86−0.6%ReducedHolders
Q1 202214,525$2.37M0.2%−519−3.4%ReducedHolders
Q4 202115,044$1.76M0.2%+692+4.8%AddedHolders
Q3 202114,352$1.46M0.1%+10.0%AddedHolders
Q2 202114,351$1.50M0.2%−44−0.3%ReducedHolders
Q1 202114,395$1.51M0.2%––Holders

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