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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

CVX holding history

Chevron Corp in every 13F filed by BT 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 2022 holdings

Shares (Q2 2022)
3,925
Value
$568.0K
% of portfolio
0.2%
Quarters held
3
Since Q4 2021
Holdings of CVX by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20223,925$568.0K0.2%00.0%UnchangedHolders
Q1 20223,925$639.0K0.2%−351−8.2%ReducedHolders
Q4 20214,276$502.0K0.1%+4,276NewHolders