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BDO Wealth Advisors, LLC

SEC CIK
0001713458
Latest filing
Aug 1, 2023

CVX holding history

Chevron Corp in every 13F filed by BDO 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)
18,684
Value
$2.94M
% of portfolio
0.3%
Quarters held
10
Since Q1 2021
Holdings of CVX by BDO Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202318,684$2.94M0.3%+96+0.5%AddedHolders
Q1 202318,588$3.03M0.4%−1,723−8.5%ReducedHolders
Q4 202220,311$3.65M0.5%−183−0.9%ReducedHolders
Q3 202220,494$2.94M0.4%−2,181−9.6%ReducedHolders
Q2 202222,675$3.28M0.4%−1,505−6.2%ReducedHolders
Q1 202224,180$3.94M0.4%−420−1.7%ReducedHolders
Q4 202124,600$2.89M0.3%+464+1.9%AddedHolders
Q3 202124,136$2.45M0.3%−1,232−4.9%ReducedHolders
Q2 202125,368$2.66M0.3%−2,513−9.0%ReducedHolders
Q1 202127,881$2.92M0.3%––Holders

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