Perigon Wealth Management, LLC

SEC CIK: 0001575239
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Perigon Wealth Management, 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): 75,440
Value: $12.5M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Perigon Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,440	$12.5M	0.2%	+3,325+4.6%	Added	Holders
Q1 2026	72,115	$14.9M	0.3%	−846−1.2%	Reduced	Holders
Q4 2025	72,961	$11.1M	0.2%	−487−0.7%	Reduced	Holders
Q3 2025	73,448	$11.4M	0.2%	+11,875+19.3%	Added	Holders
Q2 2025	61,573	$8.82M	0.2%	−13,405−17.9%	Reduced	Holders
Q1 2025	74,978	$12.5M	0.3%	−10,709−12.5%	Reduced	Holders
Q4 2024	85,687	$13.7M	0.3%	+6,591+8.3%	Added	Holders
Q3 2024	79,096	$11.6M	0.3%	−886−1.1%	Reduced	Holders
Q2 2024	79,982	$12.5M	0.4%	+1,293+1.6%	Added	Holders
Q1 2024	78,689	$12.4M	0.4%	+3,441+4.6%	Added	Holders
Q4 2023	75,248	$11.2M	0.4%	+539+0.7%	Added	Holders
Q3 2023	74,709	$12.6M	0.5%	−1,242−1.6%	Reduced	Holders
Q2 2023	75,951	$12.0M	0.5%	+15,034+24.7%	Added	Holders
Q1 2023	60,917	$9.94M	0.6%	+1,411+2.4%	Added	Holders
Q4 2022	59,506	$10.7M	0.7%	+4,241+7.7%	Added	Holders
Q3 2022	55,265	$7.94M	0.7%	+1,123+2.1%	Added	Holders
Q2 2022	54,142	$7.84M	0.7%	+2,234+4.3%	Added	Holders
Q1 2022	51,908	$8.45M	0.6%	+4,234+8.9%	Added	Holders
Q4 2021	47,674	$5.59M	0.4%	+2,571+5.7%	Added	Holders
Q3 2021	45,103	$4.58M	0.4%	+548+1.2%	Added	Holders
Q2 2021	44,555	$4.67M	0.4%	+2,563+6.1%	Added	Holders
Q1 2021	41,992	$4.40M	0.4%	–	–	Holders

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