Cornerstone Wealth Group, LLC

SEC CIK: 0001774879
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Cornerstone Wealth Group, 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): 42,116
Value: $6.98M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Cornerstone Wealth Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,116	$6.98M	0.4%	−11,032−20.8%	Reduced	Holders
Q1 2026	53,148	$9.88M	0.6%	−4,003−7.0%	Reduced	Holders
Q4 2025	57,151	$8.71M	0.6%	+1,395+2.5%	Added	Holders
Q3 2025	55,756	$8.66M	0.6%	+1,084+2.0%	Added	Holders
Q2 2025	54,672	$7.83M	0.6%	+356+0.7%	Added	Holders
Q1 2025	54,316	$9.09M	0.8%	+5,687+11.7%	Added	Holders
Q4 2024	48,629	$7.04M	0.6%	+1,648+3.5%	Added	Holders
Q3 2024	46,981	$6.92M	0.6%	−1,759−3.6%	Reduced	Holders
Q2 2024	48,740	$7.62M	0.7%	+2,504+5.4%	Added	Holders
Q1 2024	46,236	$7.29M	0.7%	+16,406+55.0%	Added	Holders
Q4 2023	29,830	$4.45M	0.6%	+4,766+19.0%	Added	Holders
Q3 2023	25,064	$4.23M	0.7%	+536+2.2%	Added	Holders
Q2 2023	24,528	$3.86M	0.7%	+745+3.1%	Added	Holders
Q1 2023	23,783	$3.88M	0.7%	−813−3.3%	Reduced	Holders
Q4 2022	24,596	$4.41M	0.8%	−719−2.8%	Reduced	Holders
Q3 2022	25,315	$3.64M	0.8%	+1,449+6.1%	Added	Holders
Q2 2022	23,866	$3.46M	0.7%	−5,637−19.1%	Reduced	Holders
Q1 2022	29,503	$4.80M	0.9%	−6,844−18.8%	Reduced	Holders
Q4 2021	36,347	$4.26M	0.7%	+141+0.4%	Added	Holders
Q3 2021	36,206	$3.67M	0.6%	−12,843−26.2%	Reduced	Holders
Q2 2021	49,049	$4.71M	1.0%	+4,893+11.1%	Added	Holders
Q1 2021	44,156	$4.54M	0.9%	–	–	Holders

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