Personal Cfo Solutions, LLC

SEC CIK: 0001677501
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Personal Cfo Solutions, 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): 24,314
Value: $4.03M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Personal Cfo Solutions, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	24,314	$4.03M	0.6%	+52+0.2%	Added	Holders
Q1 2026	24,262	$5.02M	0.7%	−927−3.7%	Reduced	Holders
Q4 2025	25,189	$3.84M	0.6%	+458+1.9%	Added	Holders
Q3 2025	24,731	$3.84M	0.7%	+6,487+35.6%	Added	Holders
Q2 2025	18,244	$2.61M	0.5%	+230+1.3%	Added	Holders
Q1 2025	18,014	$3.01M	0.6%	+507+2.9%	Added	Holders
Q4 2024	17,507	$2.54M	0.5%	+521+3.1%	Added	Holders
Q3 2024	16,986	$2.50M	0.3%	−450−2.6%	Reduced	Holders
Q2 2024	17,436	$2.73M	0.4%	−85−0.5%	Reduced	Holders
Q1 2024	17,521	$2.76M	0.4%	+736+4.4%	Added	Holders
Q4 2023	16,785	$2.50M	0.4%	+1,758+11.7%	Added	Holders
Q3 2023	15,027	$2.53M	0.5%	+596+4.1%	Added	Holders
Q2 2023	14,431	$2.27M	0.5%	+339+2.4%	Added	Holders
Q1 2023	14,092	$2.30M	0.5%	+364+2.7%	Added	Holders
Q4 2022	13,728	$2.46M	0.5%	+358+2.7%	Added	Holders
Q3 2022	13,370	$1.92M	0.5%	−72−0.5%	Reduced	Holders
Q2 2022	13,442	$1.95M	0.5%	+117+0.9%	Added	Holders
Q1 2022	13,325	$2.17M	0.4%	−918−6.4%	Reduced	Holders
Q4 2021	14,243	$1.67M	0.3%	+132+0.9%	Added	Holders
Q3 2021	14,111	$1.43M	0.3%	−123−0.9%	Reduced	Holders
Q2 2021	14,234	$1.49M	0.3%	+6,296+79.3%	Added	Holders
Q1 2021	7,938	$832.0K	0.2%	–	–	Holders

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