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Livermore
Livermore
ZHEN

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

CVX holding history

Chevron Corp in every 13F filed by Boston Private 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)
49,079
Value
$8.14M
% of portfolio
0.5%
Quarters held
20
Since Q1 2021
Holdings of CVX by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202649,079$8.14M0.5%+703+1.5%AddedHolders
Q1 202648,376$10.0M0.7%−2,915−5.7%ReducedHolders
Q4 202551,291$7.82M0.5%−6,338−11.0%ReducedHolders
Q3 202557,629$8.95M0.5%−4,437−7.1%ReducedHolders
Q2 202562,066$8.89M0.5%+62,066NewHolders
Q1 20250$00.0%−117,716−100.0%Sold outHolders
Q4 2024117,716$17.1M0.3%+117,716NewHolders
Q3 20240$00.0%−118,290−100.0%Sold outHolders
Q2 2024118,290$18.5M0.5%−3,491−2.9%ReducedHolders
Q1 2024121,781$19.2M0.4%+56,448+86.4%AddedHolders
Q4 202365,333$9.75M0.2%+241+0.4%AddedHolders
Q3 202365,092$11.0M0.2%−1,853−2.8%ReducedHolders
Q2 202366,945$10.5M0.2%−9,816−12.8%ReducedHolders
Q1 202376,761$12.5M0.2%−2,603−3.3%ReducedHolders
Q4 202279,364$14.2M0.2%−4,362−5.2%ReducedHolders
Q3 202283,726$12.0M0.2%+5,051+6.4%AddedHolders
Q2 202278,675$11.4M0.2%+1,147+1.5%AddedHolders
Q1 202277,528$12.6M0.2%+471+0.6%AddedHolders
Q4 202177,057$9.04M0.1%−630−0.8%ReducedHolders
Q3 202177,687$7.88M0.1%+2,559+3.4%AddedHolders
Q2 202175,128$7.87M0.1%+1,837+2.5%AddedHolders
Q1 202173,291$7.68M0.1%––Holders

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