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Livermore
Livermore
ZHEN

Wealthquest Corp

SEC CIK
0001632968
Latest filing
Jul 23, 2026

CVX holding history

Chevron Corp in every 13F filed by Wealthquest Corp, 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)
6,344
Value
$1.05M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CVX by Wealthquest Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,344$1.05M0.1%+458+7.8%AddedHolders
Q1 20265,886$1.22M0.1%+68+1.2%AddedHolders
Q4 20255,818$886.9K0.1%+5,818NewHolders
Q3 20250$00.0%−5,198−100.0%Sold outHolders
Q2 20255,198$744.4K0.1%−179−3.3%ReducedHolders
Q1 20255,377$899.5K0.1%+60+1.1%AddedHolders
Q4 20245,317$770.1K0.1%+95+1.8%AddedHolders
Q3 20245,222$781.9K0.1%+118+2.3%AddedHolders
Q2 20245,104$798.4K0.1%+61+1.2%AddedHolders
Q1 20245,043$795.6K0.1%−421−7.7%ReducedHolders
Q4 20235,464$815.0K0.1%00.0%UnchangedHolders
Q3 20235,464$921.3K0.1%+1,652+43.3%AddedHolders
Q2 20233,812$599.8K0.1%−1,476−27.9%ReducedHolders
Q1 20235,288$862.8K0.1%−521−9.0%ReducedHolders
Q4 20225,809$1.04M0.1%−633−9.8%ReducedHolders
Q3 20226,442$925.0K0.1%+41+0.6%AddedHolders
Q2 20226,401$926.0K0.1%−10−0.2%ReducedHolders
Q1 20226,411$752.0K0.1%00.0%UnchangedHolders
Q4 20216,411$752.0K0.1%+1,092+20.5%AddedHolders
Q3 20215,319$539.0K0.1%−247−4.4%ReducedHolders
Q2 20215,566$583.0K0.1%+57+1.0%AddedHolders
Q1 20215,509$577.0K0.1%––Holders

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