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Livermore
Livermore
ZHEN

Arete Wealth Advisors, LLC

SEC CIK
0001600151
Latest filing
Aug 12, 2026

CVX holding history

Chevron Corp in every 13F filed by Arete 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 overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
20,957
Value
$3.47M
% of portfolio
0.2%
Quarters held
19
Since Q1 2021
Holdings of CVX by Arete Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,957$3.47M0.2%+662+3.3%AddedHolders
Q1 202620,295$4.20M0.3%−2,072−9.3%ReducedHolders
Q4 202522,367$3.41M0.2%+357+1.6%AddedHolders
Q3 202522,010$3.42M0.2%−606−2.7%ReducedHolders
Q2 202522,616$3.24M0.2%+1,175+5.5%AddedHolders
Q1 202521,441$3.59M0.3%+821+4.0%AddedHolders
Q4 202420,620$2.99M0.2%+4,508+28.0%AddedHolders
Q3 202416,112$2.37M0.2%+16,112NewHolders
Q1 20240$00.0%−32,390−100.0%Sold outHolders
Q4 202332,390$4.83M0.4%+32,390NewHolders
Q3 20230$00.0%−30,075−100.0%Sold outHolders
Q2 202330,075$4.73M0.4%−120−0.4%ReducedHolders
Q1 202330,195$4.93M0.4%+2,751+10.0%AddedHolders
Q4 202227,444$4.93M0.4%+3,261+13.5%AddedHolders
Q3 202224,183$3.47M0.3%+12,186+101.6%AddedHolders
Q2 202211,997$1.74M0.2%−853−6.6%ReducedHolders
Q1 202212,850$2.09M0.2%−716−5.3%ReducedHolders
Q4 202113,566$1.61M0.1%+2,653+24.3%AddedHolders
Q3 202110,913$1.11M0.1%+1,045+10.6%AddedHolders
Q2 20219,868$870.0K0.1%+635+6.9%AddedHolders
Q1 20219,233$968.0K0.1%––Holders

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