Gladstone Institutional Advisory LLC

SEC CIK: 0001766530
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Gladstone Institutional Advisory 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): 53,097
Value: $8.80M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Gladstone Institutional Advisory LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	53,097	$8.80M	0.3%	−3,217−5.7%	Reduced	Holders
Q1 2026	56,314	$11.7M	0.4%	+1,250+2.3%	Added	Holders
Q4 2025	55,064	$8.39M	0.3%	−2,587−4.5%	Reduced	Holders
Q3 2025	57,651	$8.95M	0.3%	+3,852+7.2%	Added	Holders
Q2 2025	53,799	$7.70M	0.3%	+712+1.3%	Added	Holders
Q1 2025	53,087	$8.88M	0.4%	+462+0.9%	Added	Holders
Q4 2024	52,625	$7.62M	0.4%	+3,384+6.9%	Added	Holders
Q3 2024	49,241	$7.25M	0.4%	+3,122+6.8%	Added	Holders
Q2 2024	46,119	$7.21M	0.4%	+3,577+8.4%	Added	Holders
Q1 2024	42,542	$6.71M	0.4%	+10,315+32.0%	Added	Holders
Q4 2023	32,227	$4.81M	0.3%	+118+0.4%	Added	Holders
Q3 2023	32,109	$5.41M	0.4%	−2,793−8.0%	Reduced	Holders
Q2 2023	34,902	$5.49M	0.3%	−3,570−9.3%	Reduced	Holders
Q1 2023	38,472	$6.28M	0.4%	−4,725−10.9%	Reduced	Holders
Q4 2022	43,197	$7.75M	0.5%	−2,484−5.4%	Reduced	Holders
Q3 2022	45,681	$6.56M	0.5%	−2,905−6.0%	Reduced	Holders
Q2 2022	48,586	$7.03M	0.6%	+1,351+2.9%	Added	Holders
Q1 2022	47,235	$7.69M	0.5%	−4,238−8.2%	Reduced	Holders
Q4 2021	51,473	$6.04M	0.5%	+19,764+62.3%	Added	Holders
Q3 2021	31,709	$3.22M	0.3%	+12,722+67.0%	Added	Holders
Q2 2021	18,987	$1.99M	0.2%	+9,748+105.5%	Added	Holders
Q1 2021	9,239	$968.0K	0.2%	–	–	Holders

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