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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

CVX holding history

Chevron Corp in every 13F filed by Ibex Wealth Advisors, 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)
57,598
Value
$9.55M
% of portfolio
0.7%
Quarters held
19
Since Q3 2021
Holdings of CVX by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202657,598$9.55M0.7%+1,039+1.8%AddedHolders
Q1 202656,559$11.7M1.1%+4,134+7.9%AddedHolders
Q4 202552,425$7.99M0.8%+1,457+2.9%AddedHolders
Q3 202550,968$7.91M0.8%+570+1.1%AddedHolders
Q2 202550,398$7.22M0.8%+2,758+5.8%AddedHolders
Q1 202547,640$7.97M1.1%+1,216+2.6%AddedHolders
Q4 202446,424$6.72M0.8%−12,225−20.8%ReducedHolders
Q3 202458,649$6.08M2.0%+16,033+37.6%AddedHolders
Q2 202442,616$6.67M1.0%−21,763−33.8%ReducedHolders
Q1 202464,379$11.6M3.1%+64,337+153,183.3%AddedHolders
Q4 202342$6.31K1.4%−42,347−99.9%ReducedHolders
Q3 202342,389$7.15M1.8%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 202342,019$6.86M1.8%−22,360−34.7%ReducedHolders
Q4 202264,379$11.6M2.6%−696−1.1%ReducedHolders
Q3 202265,075$9.35M2.4%−108−0.2%ReducedHolders
Q2 202265,183$9.44M2.2%−12,229−15.8%ReducedHolders
Q1 202277,412$12.6M2.4%+25,401+48.8%AddedHolders
Q4 202152,011$6.10M1.1%+1,416+2.8%AddedHolders
Q3 202150,595$5.13M1.0%+50,595NewHolders