JFS Wealth Advisors, LLC

SEC CIK: 0001568068
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by JFS 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): 16,500
Value: $2.74M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CVX by JFS Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,500	$2.74M	0.1%	−357−2.1%	Reduced	Holders
Q1 2026	16,857	$3.49M	0.2%	−322−1.9%	Reduced	Holders
Q4 2025	17,179	$2.62M	0.1%	+221+1.3%	Added	Holders
Q3 2025	16,958	$2.63M	0.2%	+906+5.6%	Added	Holders
Q2 2025	16,052	$2.30M	0.1%	−140−0.9%	Reduced	Holders
Q1 2025	16,192	$2.71M	0.2%	+333+2.1%	Added	Holders
Q4 2024	15,859	$2.30M	0.2%	−1,599−9.2%	Reduced	Holders
Q3 2024	17,458	$2.57M	0.2%	+4,512+34.9%	Added	Holders
Q2 2024	12,946	$2.02M	0.2%	−775−5.6%	Reduced	Holders
Q1 2024	13,721	$2.16M	0.2%	−55−0.4%	Reduced	Holders
Q4 2023	13,776	$2.05M	0.2%	−44−0.3%	Reduced	Holders
Q3 2023	13,820	$2.33M	0.2%	+655+5.0%	Added	Holders
Q2 2023	13,165	$2.07M	0.2%	−141−1.1%	Reduced	Holders
Q1 2023	13,306	$2.17M	0.2%	+577+4.5%	Added	Holders
Q4 2022	12,729	$2.28M	0.2%	+119+0.9%	Added	Holders
Q3 2022	12,610	$1.81M	0.2%	+2,637+26.4%	Added	Holders
Q2 2022	9,973	$1.44M	0.2%	+1,082+12.2%	Added	Holders
Q1 2022	8,891	$1.45M	0.1%	+156+1.8%	Added	Holders
Q4 2021	8,735	$1.02M	0.1%	+481+5.8%	Added	Holders
Q3 2021	8,254	$837.0K	0.1%	+2,398+40.9%	Added	Holders
Q2 2021	5,856	$613.0K	0.1%	−197−3.3%	Reduced	Holders
Q1 2021	6,053	$634.0K	0.1%	–	–	Holders

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