BKD Wealth Advisors, LLC

SEC CIK: 0001352864
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CVX holding history

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

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 39,325
Value: $6.52M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CVX by BKD Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	39,325	$6.52M	0.1%	−1,169−2.9%	Reduced	Holders
Q1 2026	40,494	$8.38M	0.2%	−553−1.3%	Reduced	Holders
Q4 2025	41,047	$6.26M	0.1%	+319+0.8%	Added	Holders
Q3 2025	40,728	$6.32M	0.1%	−7,330−15.3%	Reduced	Holders
Q2 2025	48,058	$6.88M	0.1%	−1,293−2.6%	Reduced	Holders
Q1 2025	49,351	$8.26M	0.2%	+2,349+5.0%	Added	Holders
Q4 2024	47,002	$6.81M	0.2%	−1,906−3.9%	Reduced	Holders
Q3 2024	48,908	$7.20M	0.2%	−775−1.6%	Reduced	Holders
Q2 2024	49,683	$7.77M	0.2%	−982−1.9%	Reduced	Holders
Q1 2024	50,665	$7.99M	0.2%	+1,957+4.0%	Added	Holders
Q4 2023	48,708	$7.27M	0.2%	−364−0.7%	Reduced	Holders
Q3 2023	49,072	$8.27M	0.2%	−7,873−13.8%	Reduced	Holders
Q2 2023	56,945	$8.96M	0.3%	+6,719+13.4%	Added	Holders
Q1 2023	50,226	$8.19M	0.3%	+1,730+3.6%	Added	Holders
Q4 2022	48,496	$8.70M	0.3%	−751−1.5%	Reduced	Holders
Q3 2022	49,247	$7.08M	0.3%	−815−1.6%	Reduced	Holders
Q2 2022	50,062	$7.25M	0.3%	+4,123+9.0%	Added	Holders
Q1 2022	45,939	$7.48M	0.3%	+3,555+8.4%	Added	Holders
Q4 2021	42,384	$4.97M	0.2%	+4,142+10.8%	Added	Holders
Q3 2021	38,242	$3.88M	0.2%	+6,669+21.1%	Added	Holders
Q2 2021	31,573	$3.31M	0.2%	−6,562−17.2%	Reduced	Holders
Q1 2021	38,135	$4.00M	0.2%	–	–	Holders

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