Dougherty Wealth Advisers LLC

SEC CIK: 0001755933
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Dougherty Wealth Advisers 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 (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2024

Holdings of CVX by Dougherty Wealth Advisers LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−20−100.0%	Sold out	Holders
Q3 2024	20	$2.94K	<0.1%	00.0%	Unchanged	Holders
Q2 2024	20	$3.13K	<0.1%	00.0%	Unchanged	Holders
Q1 2024	20	$3.15K	<0.1%	+20	New	Holders