RKL Wealth Management LLC

SEC CIK: 0001604723
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by RKL 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): 30,223
Value: $5.01M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by RKL Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,223	$5.01M	0.4%	+294+1.0%	Added	Holders
Q1 2026	29,929	$6.19M	0.6%	−459−1.5%	Reduced	Holders
Q4 2025	30,388	$4.63M	0.4%	+2,428+8.7%	Added	Holders
Q3 2025	27,960	$4.34M	0.4%	−1,463−5.0%	Reduced	Holders
Q2 2025	29,423	$4.21M	0.4%	+159+0.5%	Added	Holders
Q1 2025	29,264	$4.90M	0.5%	−5,201−15.1%	Reduced	Holders
Q4 2024	34,465	$4.99M	0.4%	+10,293+42.6%	Added	Holders
Q3 2024	24,172	$3.56M	0.3%	+534+2.3%	Added	Holders
Q2 2024	23,638	$3.70M	0.4%	+321+1.4%	Added	Holders
Q1 2024	23,317	$3.68M	0.4%	−189−0.8%	Reduced	Holders
Q4 2023	23,506	$3.51M	0.4%	+343+1.5%	Added	Holders
Q3 2023	23,163	$3.91M	0.5%	+483+2.1%	Added	Holders
Q2 2023	22,680	$3.57M	0.4%	−162−0.7%	Reduced	Holders
Q1 2023	22,842	$3.73M	0.5%	−703−3.0%	Reduced	Holders
Q4 2022	23,545	$4.23M	0.6%	−437−1.8%	Reduced	Holders
Q3 2022	23,982	$3.44M	0.5%	−21−0.1%	Reduced	Holders
Q2 2022	24,003	$3.48M	0.5%	+78+0.3%	Added	Holders
Q1 2022	23,925	$3.90M	0.5%	+1,137+5.0%	Added	Holders
Q4 2021	22,788	$2.67M	0.3%	+285+1.3%	Added	Holders
Q3 2021	22,503	$2.28M	0.3%	−696−3.0%	Reduced	Holders
Q2 2021	23,199	$2.43M	0.3%	−749−3.1%	Reduced	Holders
Q1 2021	23,948	$2.51M	0.3%	–	–	Holders

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