RBA Wealth Management, LLC

SEC CIK: 0001776296
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by RBA 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 overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 5,815
Value: $963.9K
% of portfolio: 0.4%
Quarters held: 20; Since Q1 2021

Holdings of CVX by RBA Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	5,815	$963.9K	0.4%	−1,601−21.6%	Reduced	Holders
Q1 2026	7,416	$1.53M	0.6%	−419−5.3%	Reduced	Holders
Q4 2025	7,835	$1.19M	0.4%	−6−0.1%	Reduced	Holders
Q3 2025	7,841	$1.22M	0.4%	−1,164−12.9%	Reduced	Holders
Q2 2025	9,005	$1.29M	0.5%	−688−7.1%	Reduced	Holders
Q1 2025	9,693	$1.62M	0.6%	−703−6.8%	Reduced	Holders
Q4 2024	10,396	$1.51M	0.6%	+743+7.7%	Added	Holders
Q3 2024	9,653	$1.42M	0.5%	−406−4.0%	Reduced	Holders
Q2 2024	10,059	$1.57M	0.6%	−369−3.5%	Reduced	Holders
Q1 2024	10,428	$1.64M	0.7%	−18−0.2%	Reduced	Holders
Q4 2023	10,446	$1.56M	0.7%	−16−0.2%	Reduced	Holders
Q3 2023	10,462	$1.76M	0.8%	−110−1.0%	Reduced	Holders
Q2 2023	10,572	$1.66M	0.8%	−12−0.1%	Reduced	Holders
Q1 2023	10,584	$1.73M	0.9%	−19−0.2%	Reduced	Holders
Q4 2022	10,603	$1.90M	1.0%	−395−3.6%	Reduced	Holders
Q3 2022	10,998	$1.58M	0.9%	+90+0.8%	Added	Holders
Q2 2022	10,908	$1.58M	0.9%	−20.0%	Reduced	Holders
Q1 2022	10,910	$1.78M	0.9%	−697−6.0%	Reduced	Holders
Q4 2021	11,607	$1.36M	0.6%	+11,607	New	Holders
Q2 2021	0	$0	0.0%	−12,472−100.0%	Sold out	Holders
Q1 2021	12,472	$1.31M	1.1%	–	–	Holders

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