Annex Advisory Services, LLC

SEC CIK: 0001542287
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Annex Advisory Services, 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): 142,201
Value: $23.6M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Annex Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	142,201	$23.6M	0.4%	−2,408−1.7%	Reduced	Holders
Q1 2026	144,609	$29.9M	0.6%	+1,437+1.0%	Added	Holders
Q4 2025	143,172	$21.8M	0.4%	−62,533−30.4%	Reduced	Holders
Q3 2025	205,705	$31.9M	0.7%	+8,589+4.4%	Added	Holders
Q2 2025	197,116	$28.2M	0.7%	+17,634+9.8%	Added	Holders
Q1 2025	179,482	$30.0M	0.9%	+17,142+10.6%	Added	Holders
Q4 2024	162,340	$23.5M	0.7%	+25,885+19.0%	Added	Holders
Q3 2024	136,455	$20.1M	0.6%	−4,769−3.4%	Reduced	Holders
Q2 2024	141,224	$22.1M	0.8%	+8,432+6.3%	Added	Holders
Q1 2024	132,792	$20.9M	0.7%	+27,548+26.2%	Added	Holders
Q4 2023	105,244	$15.7M	0.7%	+5,773+5.8%	Added	Holders
Q3 2023	99,471	$16.8M	1.0%	+10,968+12.4%	Added	Holders
Q2 2023	88,503	$13.9M	0.8%	+4,061+4.8%	Added	Holders
Q1 2023	84,442	$13.8M	0.7%	+1,260+1.5%	Added	Holders
Q4 2022	83,182	$14.9M	0.8%	+3,165+4.0%	Added	Holders
Q3 2022	80,017	$11.5M	0.8%	+19,636+32.5%	Added	Holders
Q2 2022	60,381	$8.74M	0.6%	−246−0.4%	Reduced	Holders
Q1 2022	60,627	$9.87M	0.7%	−2,666−4.2%	Reduced	Holders
Q4 2021	63,293	$7.43M	0.5%	+5,481+9.5%	Added	Holders
Q3 2021	57,812	$5.87M	0.5%	+2,886+5.3%	Added	Holders
Q2 2021	54,926	$5.75M	0.5%	+8,471+18.2%	Added	Holders
Q1 2021	46,455	$4.87M	0.5%	–	–	Holders

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