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Livermore
Livermore
ZHEN

Private Wealth Partners, LLC

SEC CIK
0001335851
Latest filing
Aug 3, 2026

CVX holding history

Chevron Corp in every 13F filed by Private Wealth Partners, 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)
154,717
Value
$25.6M
% of portfolio
1.8%
Quarters held
22
Since Q1 2021
Holdings of CVX by Private Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026154,717$25.6M1.8%−8,433−5.2%ReducedHolders
Q1 2026163,150$33.8M2.6%−5,091−3.0%ReducedHolders
Q4 2025168,241$25.6M1.8%−11,570−6.4%ReducedHolders
Q3 2025179,811$27.9M2.0%−700−0.4%ReducedHolders
Q2 2025180,511$25.8M2.0%−4,184−2.3%ReducedHolders
Q1 2025184,695$30.9M2.6%−11,613−5.9%ReducedHolders
Q4 2024196,308$28.4M2.2%+5,269+2.8%AddedHolders
Q3 2024191,039$28.1M2.2%−19,275−9.2%ReducedHolders
Q2 2024210,314$32.9M2.5%+7,779+3.8%AddedHolders
Q1 2024202,535$31.9M2.6%+9,401+4.9%AddedHolders
Q4 2023193,134$28.8M2.4%+33,878+21.3%AddedHolders
Q3 2023159,256$26.9M2.6%+1,131+0.7%AddedHolders
Q2 2023158,125$24.9M2.3%+2,802+1.8%AddedHolders
Q1 2023155,323$25.3M2.5%+14,483+10.3%AddedHolders
Q4 2022140,840$25.3M2.9%−858−0.6%ReducedHolders
Q3 2022141,698$20.4M2.6%−445−0.3%ReducedHolders
Q2 2022142,143$20.6M2.4%+21,835+18.1%AddedHolders
Q1 2022120,308$19.6M1.8%−5,445−4.3%ReducedHolders
Q4 2021125,753$14.8M1.2%+37,293+42.2%AddedHolders
Q3 202188,460$8.97M0.8%+29,377+49.7%AddedHolders
Q2 202159,083$6.19M0.6%+32,122+119.1%AddedHolders
Q1 202126,961$2.83M0.3%––Holders

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