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Livermore
Livermore
ZHEN

Cornerstone Wealth Management, LLC

SEC CIK
0001674117
Latest filing
Jul 22, 2026

CVX holding history

Chevron Corp in every 13F filed by Cornerstone Wealth Management, 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)
32,371
Value
$5.37M
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of CVX by Cornerstone Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202632,371$5.37M0.2%−1,220−3.6%ReducedHolders
Q1 202633,591$6.95M0.3%+3,579+11.9%AddedHolders
Q4 202530,012$4.57M0.2%+4,762+18.9%AddedHolders
Q3 202525,250$3.92M0.2%+1,575+6.7%AddedHolders
Q2 202523,675$3.39M0.2%+480+2.1%AddedHolders
Q1 202523,195$3.88M0.3%+303+1.3%AddedHolders
Q4 202422,892$3.32M0.2%−847−3.6%ReducedHolders
Q3 202423,739$3.50M0.2%+1,012+4.5%AddedHolders
Q2 202422,727$3.55M0.3%+1,054+4.9%AddedHolders
Q1 202421,673$3.42M0.3%+698+3.3%AddedHolders
Q4 202320,975$3.13M0.3%−374−1.8%ReducedHolders
Q3 202321,349$3.60M0.3%+1,439+7.2%AddedHolders
Q2 202319,910$3.13M0.3%+1,002+5.3%AddedHolders
Q1 202318,908$3.09M0.3%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202222,223$3.19M0.4%−886−3.8%ReducedHolders
Q2 202223,109$3.35M0.4%−2,256−8.9%ReducedHolders
Q1 202225,365$4.13M0.4%−1,447−5.4%ReducedHolders
Q4 202126,812$3.17M0.3%+2,541+10.5%AddedHolders
Q3 202124,271$2.46M0.3%+2,271+10.3%AddedHolders
Q2 202122,000$2.30M0.2%+1,812+9.0%AddedHolders
Q1 202120,188$2.12M0.3%––Holders

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