Dynamic Advisor Solutions LLC

SEC CIK: 0001599747
Latest filing: Jul 7, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Dynamic Advisor Solutions 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): 102,887
Value: $17.1M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Dynamic Advisor Solutions LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	102,887	$17.1M	0.5%	−400−0.4%	Reduced	Holders
Q1 2026	103,287	$21.4M	0.7%	−2,788−2.6%	Reduced	Holders
Q4 2025	106,075	$16.2M	0.5%	−10,938−9.3%	Reduced	Holders
Q3 2025	117,013	$18.2M	0.5%	+65+0.1%	Added	Holders
Q2 2025	116,948	$16.7M	0.5%	+849+0.7%	Added	Holders
Q1 2025	116,099	$19.4M	0.6%	+2,317+2.0%	Added	Holders
Q4 2024	113,782	$16.5M	0.7%	−1,153−1.0%	Reduced	Holders
Q3 2024	114,935	$16.9M	0.5%	+603+0.5%	Added	Holders
Q2 2024	114,332	$17.9M	0.6%	+10,617+10.2%	Added	Holders
Q1 2024	103,715	$16.4M	0.6%	+8,690+9.1%	Added	Holders
Q4 2023	95,025	$14.3M	0.5%	+40,819+75.3%	Added	Holders
Q3 2023	54,206	$9.14M	0.4%	+3,317+6.5%	Added	Holders
Q2 2023	50,889	$8.01M	0.4%	+1,047+2.1%	Added	Holders
Q1 2023	49,842	$8.13M	0.5%	+2,623+5.6%	Added	Holders
Q4 2022	47,219	$8.48M	0.6%	+134+0.3%	Added	Holders
Q3 2022	47,085	$6.76M	0.5%	−2,796−5.6%	Reduced	Holders
Q2 2022	49,881	$7.22M	0.6%	+640+1.3%	Added	Holders
Q1 2022	49,241	$8.02M	0.6%	−3,905−7.3%	Reduced	Holders
Q4 2021	53,146	$6.24M	0.4%	−861−1.6%	Reduced	Holders
Q3 2021	54,007	$5.48M	0.4%	−959−1.7%	Reduced	Holders
Q2 2021	54,966	$5.76M	0.5%	+2,392+4.5%	Added	Holders
Q1 2021	52,574	$5.51M	0.5%	–	–	Holders

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