Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Sowell Financial Services 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): 73,222
Value: $12.1M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	73,222	$12.1M	0.4%	−1,075−1.4%	Reduced	Holders
Q1 2026	74,297	$15.4M	0.6%	−1,670−2.2%	Reduced	Holders
Q4 2025	75,967	$11.6M	0.4%	+2,593+3.5%	Added	Holders
Q3 2025	73,374	$11.4M	0.4%	−6,325−7.9%	Reduced	Holders
Q2 2025	79,699	$11.4M	0.5%	+4,557+6.1%	Added	Holders
Q1 2025	75,142	$12.6M	0.6%	−5,294−6.6%	Reduced	Holders
Q4 2024	80,436	$11.7M	0.6%	+202+0.3%	Added	Holders
Q3 2024	80,234	$11.8M	0.5%	+2,852+3.7%	Added	Holders
Q2 2024	77,382	$12.1M	0.6%	+2,049+2.7%	Added	Holders
Q1 2024	75,333	$11.9M	0.6%	−1,311−1.7%	Reduced	Holders
Q4 2023	76,644	$11.4M	0.6%	−867−1.1%	Reduced	Holders
Q3 2023	77,511	$13.1M	0.8%	+771+1.0%	Added	Holders
Q2 2023	76,740	$12.1M	0.7%	+15,926+26.2%	Added	Holders
Q1 2023	60,814	$9.92M	0.8%	−24,867−29.0%	Reduced	Holders
Q4 2022	85,681	$15.4M	1.0%	+14,469+20.3%	Added	Holders
Q3 2022	71,212	$10.2M	1.0%	−276−0.4%	Reduced	Holders
Q2 2022	71,488	$10.3M	1.0%	+57,723+419.3%	Added	Holders
Q1 2022	13,765	$2.25M	0.4%	−42,136−75.4%	Reduced	Holders
Q4 2021	55,901	$6.56M	0.4%	−13,876−19.9%	Reduced	Holders
Q3 2021	69,777	$7.08M	0.5%	−74−0.1%	Reduced	Holders
Q2 2021	69,851	$7.32M	0.5%	−45,820−39.6%	Reduced	Holders
Q1 2021	115,671	$12.6M	0.4%	–	–	Holders

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