Transcend Wealth Collective, LLC

SEC CIK: 0001776082
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Transcend Wealth Collective, 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): 22,119
Value: $3.67M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Transcend Wealth Collective, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,119	$3.67M	0.2%	+4,337+24.4%	Added	Holders
Q1 2026	17,782	$3.68M	0.3%	−3,565−16.7%	Reduced	Holders
Q4 2025	21,347	$3.25M	0.3%	−5,407−20.2%	Reduced	Holders
Q3 2025	26,754	$4.15M	0.3%	+2,635+10.9%	Added	Holders
Q2 2025	24,119	$3.45M	0.3%	−3,411−12.4%	Reduced	Holders
Q1 2025	27,530	$4.61M	0.3%	−4,007−12.7%	Reduced	Holders
Q4 2024	31,537	$4.57M	0.3%	−3,541−10.1%	Reduced	Holders
Q3 2024	35,078	$5.17M	0.3%	−1,579−4.3%	Reduced	Holders
Q2 2024	36,657	$5.73M	0.4%	+450+1.2%	Added	Holders
Q1 2024	36,207	$5.71M	0.5%	+2,349+6.9%	Added	Holders
Q4 2023	33,858	$5.05M	0.4%	+4,468+15.2%	Added	Holders
Q3 2023	29,390	$4.96M	0.5%	+900+3.2%	Added	Holders
Q2 2023	28,490	$4.48M	0.4%	+338+1.2%	Added	Holders
Q1 2023	28,152	$4.59M	0.5%	+489+1.8%	Added	Holders
Q4 2022	27,663	$4.97M	0.5%	−2,572−8.5%	Reduced	Holders
Q3 2022	30,235	$4.34M	0.5%	+1,241+4.3%	Added	Holders
Q2 2022	28,994	$4.20M	0.4%	−668−2.3%	Reduced	Holders
Q1 2022	29,662	$4.83M	0.4%	−3,036−9.3%	Reduced	Holders
Q4 2021	32,698	$3.84M	0.3%	+1,468+4.7%	Added	Holders
Q3 2021	31,230	$3.56M	0.3%	−570−1.8%	Reduced	Holders
Q2 2021	31,800	$3.33M	0.5%	+835+2.7%	Added	Holders
Q1 2021	30,965	$3.25M	0.4%	–	–	Holders

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