Skip to main content
Livermore
Livermore
ZHEN

Mascoma Wealth Management LLC

SEC CIK
0001695664
Latest filing
Jul 24, 2026

CVX holding history

Chevron Corp in every 13F filed by Mascoma 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)
298
Value
$49.4K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CVX by Mascoma Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026298$49.4K<0.1%+5+1.7%AddedHolders
Q1 2026293$60.6K<0.1%00.0%UnchangedHolders
Q4 2025293$44.6K<0.1%−1,473−83.4%ReducedHolders
Q3 20251,766$274.2K0.1%−31−1.7%ReducedHolders
Q2 20251,797$257.3K0.1%00.0%UnchangedHolders
Q1 20251,797$300.6K0.1%−61−3.3%ReducedHolders
Q4 20241,858$269.1K0.1%+92+5.2%AddedHolders
Q3 20241,766$260.1K0.1%00.0%UnchangedHolders
Q2 20241,766$276.2K0.1%+1,058+149.4%AddedHolders
Q1 2024708$111.7K<0.1%−33−4.5%ReducedHolders
Q4 2023741$110.5K<0.1%−12−1.6%ReducedHolders
Q3 2023753$127.0K<0.1%+12+1.6%AddedHolders
Q2 2023741$118.3K<0.1%−106−12.5%ReducedHolders
Q1 2023847$142.8K<0.1%00.0%UnchangedHolders
Q4 2022847$152.0K<0.1%−52−5.8%ReducedHolders
Q3 2022899$129.0K<0.1%−13−1.4%ReducedHolders
Q2 2022912$132.0K<0.1%+13+1.4%AddedHolders
Q1 2022899$146.0K<0.1%+85+10.4%AddedHolders
Q4 2021814$96.0K<0.1%00.0%UnchangedHolders
Q3 2021814$83.0K<0.1%+814NewHolders
Q2 20210$00.0%−684−100.0%Sold outHolders
Q1 2021684$72.0K<0.1%––Holders

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