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Moss Adams Wealth Advisors LLC

SEC CIK
0001661245
Latest filing
Jul 27, 2026

CVX holding history

Chevron Corp in every 13F filed by Moss Adams Wealth Advisors 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)
7,207
Value
$1.19M
% of portfolio
0.1%
Quarters held
15
Since Q4 2022
Holdings of CVX by Moss Adams Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,207$1.19M0.1%−346−4.6%ReducedHolders
Q1 20267,553$1.56M0.1%+639+9.2%AddedHolders
Q4 20256,914$1.05M0.1%−1,193−14.7%ReducedHolders
Q3 20258,107$1.26M0.1%+1,348+19.9%AddedHolders
Q2 20256,759$967.8K0.1%+173+2.6%AddedHolders
Q1 20256,586$1.10M0.1%+571+9.5%AddedHolders
Q4 20246,015$871.2K0.1%−420−6.5%ReducedHolders
Q3 20246,435$947.7K0.1%+245+4.0%AddedHolders
Q2 20246,190$968.3K0.1%+779+14.4%AddedHolders
Q1 20245,411$853.5K0.1%+74+1.4%AddedHolders
Q4 20235,337$796.0K0.2%+1,312+32.6%AddedHolders
Q3 20234,025$678.6K0.2%−344−7.9%ReducedHolders
Q2 20234,369$687.4K0.2%+132+3.1%AddedHolders
Q1 20234,237$691.4K0.2%−13−0.3%ReducedHolders
Q4 20224,250$762.9K0.4%–No prior filingHolders