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BIP Wealth, LLC

SEC CIK
0001590214
Latest filing
Aug 3, 2026

CVX holding history

Chevron Corp in every 13F filed by BIP Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
19,161
Value
$3.18M
% of portfolio
0.1%
Quarters held
14
Since Q1 2023
Holdings of CVX by BIP Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,161$3.18M0.1%+5,859+44.0%AddedHolders
Q1 202613,302$2.75M0.1%−5,113−27.8%ReducedHolders
Q4 202518,415$2.81M0.1%+9,840+114.8%AddedHolders
Q3 20258,575$1.33M0.1%+1,045+13.9%AddedHolders
Q2 20257,530$1.08M0.1%−181−2.3%ReducedHolders
Q1 20257,711$1.29M0.1%+72+0.9%AddedHolders
Q4 20247,639$1.11M0.1%+451+6.3%AddedHolders
Q3 20247,188$1.06M0.1%+4,208+141.2%AddedHolders
Q2 20242,980$466.2K<0.1%−4,577−60.6%ReducedHolders
Q1 20247,557$1.19M0.1%+1,160+18.1%AddedHolders
Q4 20236,397$954.3K0.1%+3,748+141.5%AddedHolders
Q3 20232,649$446.8K<0.1%−2,928−52.5%ReducedHolders
Q2 20235,577$877.5K0.1%−1,178−17.4%ReducedHolders
Q1 20236,755$1.10M0.1%–No prior filingHolders