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Livermore
Livermore
ZHEN

Fortem Financial Group, LLC

SEC CIK
0001766509
Latest filing
Jul 20, 2026

CVX holding history

Chevron Corp in every 13F filed by Fortem Financial Group, 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)
1,904
Value
$315.6K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CVX by Fortem Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,904$315.6K0.1%+291+18.0%AddedHolders
Q1 20261,613$333.7K0.1%+1,613NewHolders
Q4 20250$00.0%−1,416−100.0%Sold outHolders
Q3 20251,416$219.9K0.1%−303−17.6%ReducedHolders
Q2 20251,719$246.2K0.1%−342−16.6%ReducedHolders
Q1 20252,061$344.7K0.1%−22−1.1%ReducedHolders
Q4 20242,083$301.7K0.1%00.0%UnchangedHolders
Q3 20242,083$306.7K0.1%−873−29.5%ReducedHolders
Q2 20242,956$462.3K0.2%−401−11.9%ReducedHolders
Q1 20243,357$529.5K0.2%+761+29.3%AddedHolders
Q4 20232,596$387.1K0.2%+758+41.2%AddedHolders
Q3 20231,838$309.9K0.2%−78−4.1%ReducedHolders
Q2 20231,916$301.4K0.2%−63−3.2%ReducedHolders
Q1 20231,979$322.9K0.2%−1,204−37.8%ReducedHolders
Q4 20223,183$571.3K0.3%−29−0.9%ReducedHolders
Q3 20223,212$461.0K0.3%−181−5.3%ReducedHolders
Q2 20223,393$491.0K0.3%−10,648−75.8%ReducedHolders
Q1 202214,041$2.29M1.0%+716+5.4%AddedHolders
Q4 202113,325$1.56M0.7%+58+0.4%AddedHolders
Q3 202113,267$1.35M0.7%+73+0.6%AddedHolders
Q2 202113,194$1.38M0.7%+1,175+9.8%AddedHolders
Q1 202112,019$1.26M0.7%––Holders

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