Skip to main content

Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

CVX holding history

Chevron Corp in every 13F filed by Intercontinental Wealth Advisors, 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 2023 holdings

Shares (Q2 2023)
3,339
Value
$525.4K
% of portfolio
0.1%
Quarters held
10
Since Q1 2021
Holdings of CVX by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20233,339$525.4K0.1%−132−3.8%ReducedHolders
Q1 20233,471$566.4K0.1%+145+4.4%AddedHolders
Q4 20223,326$597.0K0.2%+91+2.8%AddedHolders
Q3 20223,235$465.0K0.1%+452+16.2%AddedHolders
Q2 20222,783$403.0K0.1%+8+0.3%AddedHolders
Q1 20222,775$452.0K0.1%−3,439−55.3%ReducedHolders
Q4 20216,214$729.0K0.2%−795−11.3%ReducedHolders
Q3 20217,009$711.0K0.2%+1,221+21.1%AddedHolders
Q2 20215,788$606.0K0.1%+823+16.6%AddedHolders
Q1 20214,965$520.0K0.1%––Holders

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