Crestwood Advisors Group LLC

SEC CIK: 0001426853
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Crestwood Advisors Group 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): 81,532
Value: $13.5M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Crestwood Advisors Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	81,532	$13.5M	0.2%	−958−1.2%	Reduced	Holders
Q1 2026	82,490	$17.1M	0.3%	+8,268+11.1%	Added	Holders
Q4 2025	74,222	$11.3M	0.2%	−1,199−1.6%	Reduced	Holders
Q3 2025	75,421	$11.7M	0.2%	+1,755+2.4%	Added	Holders
Q2 2025	73,666	$10.5M	0.2%	−2,124−2.8%	Reduced	Holders
Q1 2025	75,790	$12.7M	0.2%	+582+0.8%	Added	Holders
Q4 2024	75,208	$10.9M	0.2%	−1,464−1.9%	Reduced	Holders
Q3 2024	76,672	$11.3M	0.2%	−189−0.2%	Reduced	Holders
Q2 2024	76,861	$12.0M	0.2%	+179+0.2%	Added	Holders
Q1 2024	76,682	$12.1M	0.3%	+1,551+2.1%	Added	Holders
Q4 2023	75,131	$11.2M	0.3%	−3,593−4.6%	Reduced	Holders
Q3 2023	78,724	$13.3M	0.3%	+6,901+9.6%	Added	Holders
Q2 2023	71,823	$11.3M	0.4%	−19,069−21.0%	Reduced	Holders
Q1 2023	90,892	$14.8M	0.5%	−9,068−9.1%	Reduced	Holders
Q4 2022	99,960	$17.9M	0.6%	+485+0.5%	Added	Holders
Q3 2022	99,475	$14.3M	0.5%	+426+0.4%	Added	Holders
Q2 2022	99,049	$14.3M	0.5%	−227−0.2%	Reduced	Holders
Q1 2022	99,276	$16.2M	0.5%	+2,112+2.2%	Added	Holders
Q4 2021	97,164	$11.4M	0.3%	−1,779−1.8%	Reduced	Holders
Q3 2021	98,943	$10.0M	0.3%	−14,721−13.0%	Reduced	Holders
Q2 2021	113,664	$11.9M	0.3%	+3,845+3.5%	Added	Holders
Q1 2021	109,819	$11.5M	0.4%	–	–	Holders

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