Skip to main content
Livermore
Livermore
ZHEN

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

CVX holding history

Chevron Corp in every 13F filed by AE 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)
528,734
Value
$87.6M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CVX by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026528,734$87.6M0.4%+179,638+51.5%AddedHolders
Q1 2026349,096$72.2M0.4%−181,502−34.2%ReducedHolders
Q4 2025530,598$80.9M0.5%+59,964+12.7%AddedHolders
Q3 2025470,634$73.1M0.5%+47,252+11.2%AddedHolders
Q2 2025423,382$60.6M0.4%+84,493+24.9%AddedHolders
Q1 2025338,889$56.7M0.5%+20,684+6.5%AddedHolders
Q4 2024318,205$46.1M0.4%+17,437+5.8%AddedHolders
Q3 2024300,768$44.3M0.4%−30,852−9.3%ReducedHolders
Q2 2024331,620$51.9M0.5%−21,777−6.2%ReducedHolders
Q1 2024353,397$55.7M0.6%−197,340−35.8%ReducedHolders
Q4 2023550,737$82.1M0.4%+86,597+18.7%AddedHolders
Q3 2023464,140$78.3M0.5%+38,079+8.9%AddedHolders
Q2 2023426,061$67.0M0.4%−111,828−20.8%ReducedHolders
Q1 2023537,889$87.8M0.6%+51,628+10.6%AddedHolders
Q4 2022486,261$87.3M0.6%+99,262+25.6%AddedHolders
Q3 2022386,999$55.6M0.4%+5,929+1.6%AddedHolders
Q2 2022381,070$55.2M0.4%+10,812+2.9%AddedHolders
Q1 2022370,258$60.3M0.4%+36,825+11.0%AddedHolders
Q4 2021333,433$39.1M0.3%−9,221−2.7%ReducedHolders
Q3 2021342,654$34.8M0.3%+33,670+10.9%AddedHolders
Q2 2021308,984$32.4M0.3%+40,645+15.1%AddedHolders
Q1 2021268,339$28.1M0.3%––Holders

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