Sound View Wealth Advisors Group, LLC

SEC CIK: 0001784777
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Sound View Wealth Advisors 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): 34,331
Value: $5.69M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Sound View Wealth Advisors Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	34,331	$5.69M	0.4%	−1,326−3.7%	Reduced	Holders
Q1 2026	35,657	$7.38M	0.5%	+1,791+5.3%	Added	Holders
Q4 2025	33,866	$5.16M	0.3%	−3,766−10.0%	Reduced	Holders
Q3 2025	37,632	$5.84M	0.4%	+336+0.9%	Added	Holders
Q2 2025	37,296	$5.34M	0.4%	+1,865+5.3%	Added	Holders
Q1 2025	35,431	$5.93M	0.5%	−3,538−9.1%	Reduced	Holders
Q4 2024	38,969	$5.64M	0.5%	−2,241−5.4%	Reduced	Holders
Q3 2024	41,210	$6.07M	0.5%	+3,609+9.6%	Added	Holders
Q2 2024	37,601	$5.88M	0.6%	+361+1.0%	Added	Holders
Q1 2024	37,240	$5.87M	0.6%	−923−2.4%	Reduced	Holders
Q4 2023	38,163	$5.69M	0.6%	+1,019+2.7%	Added	Holders
Q3 2023	37,144	$6.26M	0.8%	+1,242+3.5%	Added	Holders
Q2 2023	35,902	$5.65M	0.7%	−907−2.5%	Reduced	Holders
Q1 2023	36,809	$6.01M	0.8%	−1,354−3.5%	Reduced	Holders
Q4 2022	38,163	$5.69M	0.6%	+7,238+23.4%	Added	Holders
Q3 2022	30,925	$4.44M	1.0%	−30.0%	Reduced	Holders
Q2 2022	30,928	$4.48M	0.9%	+372+1.2%	Added	Holders
Q1 2022	30,556	$4.97M	0.9%	+388+1.3%	Added	Holders
Q4 2021	30,168	$3.54M	0.7%	+506+1.7%	Added	Holders
Q3 2021	29,662	$3.01M	0.6%	−1,221−4.0%	Reduced	Holders
Q2 2021	30,883	$3.23M	0.7%	−1,557−4.8%	Reduced	Holders
Q1 2021	32,440	$3.40M	0.8%	–	–	Holders

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