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Livermore
Livermore
ZHEN

Liberty Wealth Management LLC

SEC CIK
0001769302
Latest filing
Aug 5, 2026

CVX holding history

Chevron Corp in every 13F filed by Liberty 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)
21,267
Value
$4.40M
% of portfolio
0.5%
Quarters held
21
Since Q1 2021
Holdings of CVX by Liberty Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,267$4.40M0.5%00.0%UnchangedHolders
Q1 202621,267$4.40M0.5%−319−1.5%ReducedHolders
Q4 202521,586$3.29M0.4%−159−0.7%ReducedHolders
Q3 202521,745$3.38M0.5%+928+4.5%AddedHolders
Q2 202520,817$2.98M0.5%−747−3.5%ReducedHolders
Q1 202521,564$3.61M0.7%−762−3.4%ReducedHolders
Q4 202422,326$3.23M0.5%+187+0.8%AddedHolders
Q3 202422,139$3.26M0.6%−185,794−89.4%ReducedHolders
Q2 2024207,933$3.34M0.6%+187,185+902.2%AddedHolders
Q1 202420,748$3.27M0.6%−862−4.0%ReducedHolders
Q4 202321,610$3.22M0.7%+1,266+6.2%AddedHolders
Q3 202320,344$3.43M0.9%+162+0.8%AddedHolders
Q2 202320,182$3.17M0.8%−2,107−9.5%ReducedHolders
Q1 202322,289$3.66M0.8%–No prior filingHolders
Q4 2022––––Not filedHolders
Q3 202223,402$3.36M0.9%+286+1.2%AddedHolders
Q2 202223,116$3.35M1.4%−1,423−5.8%ReducedHolders
Q1 202224,539$4.00M1.4%−4,799−16.4%ReducedHolders
Q4 202129,338$3.45M1.3%−3,341−10.2%ReducedHolders
Q3 202132,679$3.33M1.2%−867−2.6%ReducedHolders
Q2 202133,546$3.51M1.4%+582+1.8%AddedHolders
Q1 202132,964$2.85M1.4%––Holders

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