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Livermore
Livermore
ZHEN

Integrated Wealth Concepts LLC

SEC CIK
0001737109
Latest filing
Sep 8, 2026

CVX holding history

Chevron Corp in every 13F filed by Integrated Wealth Concepts 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)
150,114
Value
$24.9M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CVX by Integrated Wealth Concepts LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150,114$24.9M0.2%+11,795+8.5%AddedHolders
Q1 2026138,319$28.6M0.2%+89,290+182.1%AddedHolders
Q4 202549,029$7.47M0.1%−76,713−61.0%ReducedHolders
Q3 2025125,742$19.5M0.2%+3,783+3.1%AddedHolders
Q2 2025121,959$17.5M0.2%+2,663+2.2%AddedHolders
Q1 2025119,296$20.0M0.2%+2,234+1.9%AddedHolders
Q4 2024117,062$17.0M0.2%+8,295+7.6%AddedHolders
Q3 2024108,767$16.0M0.2%+1,366+1.3%AddedHolders
Q2 2024107,401$16.8M0.2%+1,765+1.7%AddedHolders
Q1 2024105,636$16.7M0.2%+3,061+3.0%AddedHolders
Q4 2023102,575$15.3M0.3%−3,780−3.6%ReducedHolders
Q3 2023106,355$17.9M0.3%+2,019+1.9%AddedHolders
Q2 2023104,336$16.4M0.3%+12,299+13.4%AddedHolders
Q1 202392,037$15.0M0.3%+60,050+187.7%AddedHolders
Q4 202231,987$5.74M0.2%+1,490+4.9%AddedHolders
Q3 202230,497$4.38M0.1%+2,466+8.8%AddedHolders
Q2 202228,031$4.06M0.1%+1,716+6.5%AddedHolders
Q1 202226,315$4.29M0.1%−4,390−14.3%ReducedHolders
Q4 202130,705$3.60M0.1%+5,524+21.9%AddedHolders
Q3 202125,181$2.56M0.1%+3,427+15.8%AddedHolders
Q2 202121,754$2.28M0.1%+2,412+12.5%AddedHolders
Q1 202119,342$2.03M0.1%––Holders

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