Aptus Capital Advisors, LLC

SEC CIK: 0001664193
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Aptus Capital 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): 158,001
Value: $26.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Aptus Capital Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	158,001	$26.2M	0.2%	+5,153+3.4%	Added	Holders
Q1 2026	152,848	$31.6M	0.3%	+89,036+139.5%	Added	Holders
Q4 2025	63,812	$9.73M	0.1%	+4,804+8.1%	Added	Holders
Q3 2025	59,008	$9.16M	0.1%	−2,821−4.6%	Reduced	Holders
Q2 2025	61,829	$8.85M	0.1%	−241,875−79.6%	Reduced	Holders
Q1 2025	303,704	$50.8M	0.6%	+227,148+296.7%	Added	Holders
Q4 2024	76,556	$11.1M	0.1%	+22,783+42.4%	Added	Holders
Q3 2024	53,773	$7.92M	0.1%	+13,203+32.5%	Added	Holders
Q2 2024	40,570	$6.35M	0.1%	−1,952−4.6%	Reduced	Holders
Q1 2024	42,522	$6.71M	0.1%	+5,423+14.6%	Added	Holders
Q4 2023	37,099	$5.53M	0.2%	−6,891−15.7%	Reduced	Holders
Q3 2023	43,990	$7.42M	0.2%	+25,664+140.0%	Added	Holders
Q2 2023	18,326	$2.88M	0.1%	+262+1.5%	Added	Holders
Q1 2023	18,064	$2.95M	0.1%	−38,763−68.2%	Reduced	Holders
Q4 2022	56,827	$10.2M	0.3%	−24,481−30.1%	Reduced	Holders
Q3 2022	81,308	$11.7M	0.4%	+33,850+71.3%	Added	Holders
Q2 2022	47,458	$6.87M	0.2%	+13,684+40.5%	Added	Holders
Q1 2022	33,774	$5.50M	0.2%	+8,957+36.1%	Added	Holders
Q4 2021	24,817	$2.91M	0.1%	+906+3.8%	Added	Holders
Q3 2021	23,911	$2.42M	0.1%	−16,512−40.8%	Reduced	Holders
Q2 2021	40,423	$4.23M	0.2%	−292−0.7%	Reduced	Holders
Q1 2021	40,715	$4.27M	0.2%	–	–	Holders

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