Skip to main content
Livermore
Livermore
ZHEN

RSM US Wealth Management LLC

SEC CIK
0001679031
Latest filing
Aug 4, 2026

CVX holding history

Chevron Corp in every 13F filed by RSM US 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)
139,858
Value
$23.2M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CVX by RSM US Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026139,858$23.2M0.3%−3,347−2.3%ReducedHolders
Q1 2026143,205$29.6M0.4%+3,568+2.6%AddedHolders
Q4 2025139,637$21.3M0.3%−4,824−3.3%ReducedHolders
Q3 2025144,461$22.4M0.3%+9,837+7.3%AddedHolders
Q2 2025134,624$19.3M0.3%+3,167+2.4%AddedHolders
Q1 2025131,457$22.0M0.3%−4,250−3.1%ReducedHolders
Q4 2024135,707$19.5M0.3%+28,914+27.1%AddedHolders
Q3 2024106,793$16.0M0.2%+3,194+3.1%AddedHolders
Q2 2024103,599$16.2M0.3%+38,731+59.7%AddedHolders
Q1 202464,868$10.2M0.3%−233−0.4%ReducedHolders
Q4 202365,101$9.71M0.3%+8,159+14.3%AddedHolders
Q3 202356,942$9.60M0.3%+534+0.9%AddedHolders
Q2 202356,408$8.88M0.3%−3,651−6.1%ReducedHolders
Q1 202360,059$9.80M0.3%+50,734+544.1%AddedHolders
Q4 20229,325$1.66M0.1%+3,003+47.5%AddedHolders
Q3 20226,322$908.0K0.1%−302−4.6%ReducedHolders
Q2 20226,624$959.0K0.1%−103−1.5%ReducedHolders
Q1 20226,727$1.09M0.1%−724−9.7%ReducedHolders
Q4 20217,451$874.0K<0.1%−325−4.2%ReducedHolders
Q3 20217,776$789.0K<0.1%+82+1.1%AddedHolders
Q2 20217,694$806.0K<0.1%+2,134+38.4%AddedHolders
Q1 20215,560$583.0K<0.1%––Holders

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