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Monograph Wealth Advisors, LLC

SEC CIK
0001776588
Latest filing
Aug 14, 2026

CVX holding history

Chevron Corp in every 13F filed by Monograph Wealth Advisors, 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q3 2022
Holdings of CVX by Monograph Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−2,370−100.0%Sold outHolders
Q2 20242,370$370.7K0.1%−700−22.8%ReducedHolders
Q1 20243,070$484.2K0.1%−649−17.5%ReducedHolders
Q4 20233,719$554.7K0.1%−5,710−60.6%ReducedHolders
Q3 20239,429$1.59M0.3%+2,851+43.3%AddedHolders
Q2 20236,578$1.04M0.2%00.0%UnchangedHolders
Q1 20236,578$1.07M0.3%−5,183−44.1%ReducedHolders
Q4 202211,761$2.11M0.6%+1,243+11.8%AddedHolders
Q3 202210,518$1.51M0.5%+10,518NewHolders