Lyell Wealth Management, LP

SEC CIK: 0001686444
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Lyell Wealth Management, LP, 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): 23,112
Value: $3.83M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Lyell Wealth Management, LP, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,112	$3.83M	0.2%	−1,846−7.4%	Reduced	Holders
Q1 2026	24,958	$5.16M	0.4%	−1,265−4.8%	Reduced	Holders
Q4 2025	26,223	$4.00M	0.3%	+1,217+4.9%	Added	Holders
Q3 2025	25,006	$3.88M	0.3%	−3,175−11.3%	Reduced	Holders
Q2 2025	28,181	$4.04M	0.3%	−18,277−39.3%	Reduced	Holders
Q1 2025	46,458	$7.77M	0.7%	−1,295−2.7%	Reduced	Holders
Q4 2024	47,753	$6.92M	0.6%	−4,356−8.4%	Reduced	Holders
Q3 2024	52,109	$7.67M	0.7%	−5,279−9.2%	Reduced	Holders
Q2 2024	57,388	$8.98M	0.9%	+4,994+9.5%	Added	Holders
Q1 2024	52,394	$8.26M	0.8%	−170.0%	Reduced	Holders
Q4 2023	52,411	$7.82M	0.9%	+920+1.8%	Added	Holders
Q3 2023	51,491	$8.68M	1.2%	+2,692+5.5%	Added	Holders
Q2 2023	48,799	$7.68M	1.0%	+3,330+7.3%	Added	Holders
Q1 2023	45,469	$7.42M	1.0%	+2,005+4.6%	Added	Holders
Q4 2022	43,464	$7.80M	1.2%	+12,503+40.4%	Added	Holders
Q3 2022	30,961	$4.45M	0.8%	+8,402+37.2%	Added	Holders
Q2 2022	22,559	$3.27M	0.5%	+13,538+150.1%	Added	Holders
Q1 2022	9,021	$1.47M	0.2%	−59−0.6%	Reduced	Holders
Q4 2021	9,080	$1.07M	0.1%	−294−3.1%	Reduced	Holders
Q3 2021	9,374	$951.0K	0.1%	−248−2.6%	Reduced	Holders
Q2 2021	9,622	$1.01M	0.1%	+318+3.4%	Added	Holders
Q1 2021	9,304	$975.0K	0.1%	–	–	Holders

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