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Howard Wealth Management, LLC

SEC CIK
0001766286
Latest filing
Jul 21, 2026

CVX holding history

Chevron Corp in every 13F filed by Howard Wealth Management, 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)
1,303
Value
$216.0K
% of portfolio
0.1%
Quarters held
5
Since Q1 2024
Holdings of CVX by Howard Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,303$216.0K0.1%+71+5.8%AddedHolders
Q1 20261,232$254.9K0.1%+1,232NewHolders
Q2 20250$00.0%−1,297−100.0%Sold outHolders
Q1 20251,297$217.0K0.1%+1,297NewHolders
Q3 20240$00.0%−1,297−100.0%Sold outHolders
Q2 20241,297$202.9K0.2%00.0%UnchangedHolders
Q1 20241,297$204.6K0.2%+1,297NewHolders