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MA Private Wealth

SEC CIK
0001767474
Latest filing
Jul 28, 2026

CVX holding history

Chevron Corp in every 13F filed by MA Private Wealth, 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)
3,487
Value
$578.0K
% of portfolio
0.1%
Quarters held
15
Since Q1 2021
Holdings of CVX by MA Private Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,487$578.0K0.1%−22−0.6%ReducedHolders
Q1 20263,509$726.0K0.1%−81−2.3%ReducedHolders
Q4 20253,590$547.2K0.1%00.0%UnchangedHolders
Q3 20253,590$557.5K0.1%+175+5.1%AddedHolders
Q2 20253,415$489.0K0.1%00.0%UnchangedHolders
Q1 20253,415$571.3K0.1%00.0%UnchangedHolders
Q4 20243,415$494.6K0.1%+3,415NewHolders
Q1 20230$00.0%−2,947−100.0%Sold outHolders
Q4 20222,947$529.0K0.1%+20+0.7%AddedHolders
Q3 20222,927$507.0K0.1%+22+0.8%AddedHolders
Q2 20222,905$401.0K0.1%−269−8.5%ReducedHolders
Q1 20223,174$517.0K0.1%+24+0.8%AddedHolders
Q4 20213,150$370.0K0.1%−476−13.1%ReducedHolders
Q3 20213,626$368.0K0.1%+39+1.1%AddedHolders
Q2 20213,587$376.0K0.1%+34+1.0%AddedHolders
Q1 20213,553$372.0K0.1%––Holders

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