Avidian Wealth Solutions, LLC

SEC CIK: 0001471474
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Avidian Wealth Solutions, 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): 77,432
Value: $12.8M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Avidian Wealth Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	77,432	$12.8M	0.4%	+5,129+7.1%	Added	Holders
Q1 2026	72,303	$15.0M	0.5%	+21,611+42.6%	Added	Holders
Q4 2025	50,692	$7.73M	0.3%	+3,894+8.3%	Added	Holders
Q3 2025	46,798	$7.27M	0.3%	+4,488+10.6%	Added	Holders
Q2 2025	42,310	$6.06M	0.2%	−511−1.2%	Reduced	Holders
Q1 2025	42,821	$7.16M	0.3%	+1,259+3.0%	Added	Holders
Q4 2024	41,562	$6.02M	0.3%	+82+0.2%	Added	Holders
Q3 2024	41,480	$6.11M	0.3%	+785+1.9%	Added	Holders
Q2 2024	40,695	$6.37M	0.3%	+4,176+11.4%	Added	Holders
Q1 2024	36,519	$5.76M	0.3%	+2,462+7.2%	Added	Holders
Q4 2023	34,057	$5.08M	0.3%	−1,475−4.2%	Reduced	Holders
Q3 2023	35,532	$5.99M	0.4%	+842+2.4%	Added	Holders
Q2 2023	34,690	$5.46M	0.4%	−18,785−35.1%	Reduced	Holders
Q1 2023	53,475	$8.73M	0.5%	+1,724+3.3%	Added	Holders
Q4 2022	51,751	$9.29M	0.6%	+5,613+12.2%	Added	Holders
Q3 2022	46,138	$6.63M	0.5%	+1,142+2.5%	Added	Holders
Q2 2022	44,996	$6.51M	0.5%	+212+0.5%	Added	Holders
Q1 2022	44,784	$7.29M	0.5%	−6,805−13.2%	Reduced	Holders
Q4 2021	51,589	$6.05M	0.4%	+5,123+11.0%	Added	Holders
Q3 2021	46,466	$4.71M	0.4%	+4,978+12.0%	Added	Holders
Q2 2021	41,488	$4.34M	0.3%	−663−1.6%	Reduced	Holders
Q1 2021	42,151	$4.42M	0.4%	–	–	Holders

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