GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by GWM Advisors 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): 1,249,960
Value: $207.2M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CVX by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,249,960	$207.2M	0.6%	+37,423+3.1%	Added	Holders
Q1 2026	1,212,537	$250.9M	0.9%	−122,319−9.2%	Reduced	Holders
Q4 2025	1,334,856	$203.4M	0.7%	+826,199+162.4%	Added	Holders
Q3 2025	508,657	$79.0M	0.4%	+14,053+2.8%	Added	Holders
Q2 2025	494,604	$70.8M	0.4%	−17,700−3.5%	Reduced	Holders
Q1 2025	512,304	$85.7M	0.5%	−18,397−3.5%	Reduced	Holders
Q4 2024	530,701	$76.9M	0.5%	+30,905+6.2%	Added	Holders
Q3 2024	499,796	$73.6M	0.5%	−9,134−1.8%	Reduced	Holders
Q2 2024	508,930	$79.6M	0.6%	+37,148+7.9%	Added	Holders
Q1 2024	471,782	$74.4M	0.6%	+18,678+4.1%	Added	Holders
Q4 2023	453,104	$65.8M	0.6%	+24,768+5.8%	Added	Holders
Q3 2023	428,336	$72.2M	0.8%	+14,980+3.6%	Added	Holders
Q2 2023	413,356	$65.0M	0.7%	+36,573+9.7%	Added	Holders
Q1 2023	376,783	$61.2M	0.8%	+2,728+0.7%	Added	Holders
Q4 2022	374,055	$41.6M	1.1%	+31,025+9.0%	Added	Holders
Q3 2022	343,030	$49.3M	0.8%	+36,917+12.1%	Added	Holders
Q2 2022	306,113	$44.3M	0.8%	+45,362+17.4%	Added	Holders
Q1 2022	260,751	$42.5M	0.7%	+22,253+9.3%	Added	Holders
Q4 2021	238,498	$28.0M	0.4%	+119,259+100.0%	Added	Holders
Q3 2021	119,239	$12.1M	0.3%	+30,718+34.7%	Added	Holders
Q2 2021	88,521	$9.27M	0.2%	+7,595+9.4%	Added	Holders
Q1 2021	80,926	$8.48M	0.3%	–	–	Holders

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