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Concentrum Wealth Management

SEC CIK
0001765387
Latest filing
Aug 6, 2026

CVX holding history

Chevron Corp in every 13F filed by Concentrum Wealth Management, 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)
1,824
Value
$302.4K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of CVX by Concentrum Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,824$302.4K0.1%+61+3.5%AddedHolders
Q1 20261,763$364.7K0.1%+1,763NewHolders