Principle Wealth Partners LLC

SEC CIK: 0001743413
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Principle Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 51,751
Value: $8.58M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Principle Wealth Partners LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	51,751	$8.58M	0.4%	−1,093−2.1%	Reduced	Holders
Q1 2026	52,844	$10.9M	0.6%	−105−0.2%	Reduced	Holders
Q4 2025	52,949	$8.07M	0.5%	−690−1.3%	Reduced	Holders
Q3 2025	53,639	$8.33M	0.5%	+638+1.2%	Added	Holders
Q2 2025	53,001	$7.59M	0.5%	+14,224+36.7%	Added	Holders
Q1 2025	38,777	$6.49M	0.5%	−325−0.8%	Reduced	Holders
Q4 2024	39,102	$5.66M	0.4%	+199+0.5%	Added	Holders
Q3 2024	38,903	$5.73M	0.4%	+1,851+5.0%	Added	Holders
Q2 2024	37,052	$5.80M	0.4%	−40.0%	Reduced	Holders
Q1 2024	37,056	$5.85M	0.5%	+1,369+3.8%	Added	Holders
Q4 2023	35,687	$5.32M	0.5%	−702−1.9%	Reduced	Holders
Q3 2023	36,389	$6.14M	0.6%	−1,100−2.9%	Reduced	Holders
Q2 2023	37,489	$5.90M	0.6%	+160.0%	Added	Holders
Q1 2023	37,473	$6.11M	0.7%	−2,941−7.3%	Reduced	Holders
Q4 2022	40,414	$7.25M	0.8%	−1,799−4.3%	Reduced	Holders
Q3 2022	42,213	–	–	−792−1.8%	Reduced	Holders
Q2 2022	43,005	$6.23M	0.7%	−1,260−2.8%	Reduced	Holders
Q1 2022	44,265	$7.21M	0.8%	−1,175−2.6%	Reduced	Holders
Q4 2021	45,440	$5.33M	0.6%	−338−0.7%	Reduced	Holders
Q3 2021	45,778	$4.34M	0.5%	+500+1.1%	Added	Holders
Q2 2021	45,278	$4.74M	0.5%	−210−0.5%	Reduced	Holders
Q1 2021	45,488	$4.77M	0.6%	–	–	Holders

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