Segment Wealth Management, LLC

SEC CIK: 0001575581
Latest filing: Jul 16, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Segment 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): 28,927
Value: $4.80M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Segment Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,927	$4.80M	0.2%	−98−0.3%	Reduced	Holders
Q1 2026	29,025	$6.01M	0.4%	+157+0.5%	Added	Holders
Q4 2025	28,868	$4.40M	0.3%	−159−0.5%	Reduced	Holders
Q3 2025	29,027	$4.51M	0.3%	−197−0.7%	Reduced	Holders
Q2 2025	29,224	$4.18M	0.3%	−21−0.1%	Reduced	Holders
Q1 2025	29,245	$4.89M	0.3%	+634+2.2%	Added	Holders
Q4 2024	28,611	$4.14M	0.3%	+152+0.5%	Added	Holders
Q3 2024	28,459	$4.19M	0.3%	−113−0.4%	Reduced	Holders
Q2 2024	28,572	$4.47M	0.3%	−281−1.0%	Reduced	Holders
Q1 2024	28,853	$4.55M	0.3%	−28,229−49.5%	Reduced	Holders
Q4 2023	57,082	$8.51M	0.8%	−34,908−37.9%	Reduced	Holders
Q3 2023	91,990	$15.5M	1.6%	+62,594+212.9%	Added	Holders
Q2 2023	29,396	$4.63M	0.5%	+942+3.3%	Added	Holders
Q1 2023	28,454	$4.64M	0.5%	−1,028−3.5%	Reduced	Holders
Q4 2022	29,482	$5.29M	0.6%	+637+2.2%	Added	Holders
Q3 2022	28,845	$4.14M	0.5%	+532+1.9%	Added	Holders
Q2 2022	28,313	$4.10M	0.5%	+181+0.6%	Added	Holders
Q1 2022	28,132	$4.58M	0.5%	−296−1.0%	Reduced	Holders
Q4 2021	28,428	$3.34M	0.4%	+16,877+146.1%	Added	Holders
Q3 2021	11,551	$1.17M	0.1%	−887−7.1%	Reduced	Holders
Q2 2021	12,438	$1.30M	0.2%	−298−2.3%	Reduced	Holders
Q1 2021	12,736	$1.33M	0.2%	–	–	Holders

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