Wealthspire Advisors, LLC

SEC CIK: 0001646247
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Wealthspire 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): 248,370
Value: $41.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Wealthspire Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	248,370	$41.2M	0.2%	+189,300+320.5%	Added	Holders
Q1 2026	59,070	$12.2M	0.1%	−6,497−9.9%	Reduced	Holders
Q4 2025	65,567	$9.99M	0.1%	−49,499−43.0%	Reduced	Holders
Q3 2025	115,066	$17.9M	0.1%	−5,244−4.4%	Reduced	Holders
Q2 2025	120,310	$17.2M	0.1%	−6,712−5.3%	Reduced	Holders
Q1 2025	127,022	$21.2M	0.1%	+63,897+101.2%	Added	Holders
Q4 2024	63,125	$9.14M	0.1%	−3,431−5.2%	Reduced	Holders
Q3 2024	66,556	$9.80M	0.1%	+1,576+2.4%	Added	Holders
Q2 2024	64,980	$10.2M	0.1%	−5,994−8.4%	Reduced	Holders
Q1 2024	70,974	$11.2M	0.1%	−1,886−2.6%	Reduced	Holders
Q4 2023	72,860	$10.9M	0.2%	+34,188+88.4%	Added	Holders
Q3 2023	38,672	$6.52M	0.1%	+2,956+8.3%	Added	Holders
Q2 2023	35,716	$5.62M	0.1%	−976−2.7%	Reduced	Holders
Q1 2023	36,692	$5.99M	0.1%	+951+2.7%	Added	Holders
Q4 2022	35,741	$6.42M	0.1%	+149+0.4%	Added	Holders
Q3 2022	35,592	$5.11M	0.1%	+1,884+5.6%	Added	Holders
Q2 2022	33,708	$4.88M	0.1%	+5,487+19.4%	Added	Holders
Q1 2022	28,221	$4.59M	0.1%	+1,811+6.9%	Added	Holders
Q4 2021	26,410	$3.10M	0.1%	−3,764−12.5%	Reduced	Holders
Q3 2021	30,174	$3.06M	0.1%	+13,112+76.8%	Added	Holders
Q2 2021	17,062	$1.79M	<0.1%	−19,437−53.3%	Reduced	Holders
Q1 2021	36,499	$3.83M	0.1%	–	–	Holders

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