Wealth Alliance

SEC CIK: 0001793904
Latest filing: Aug 11, 2026

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CVX holding history

Chevron Corp in every 13F filed by Wealth Alliance, 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): 20,952
Value: $3.47M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Wealth Alliance, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,952	$3.47M	0.3%	−3,588−14.6%	Reduced	Holders
Q1 2026	24,540	$5.08M	0.5%	+1,620+7.1%	Added	Holders
Q4 2025	22,920	$3.49M	0.3%	−333−1.4%	Reduced	Holders
Q3 2025	23,253	$3.61M	0.4%	+423+1.9%	Added	Holders
Q2 2025	22,830	$3.27M	0.4%	+656+3.0%	Added	Holders
Q1 2025	22,174	$3.71M	0.4%	+3,223+17.0%	Added	Holders
Q4 2024	18,951	$2.74M	0.3%	−1,385−6.8%	Reduced	Holders
Q3 2024	20,336	$2.99M	0.4%	−1,473−6.8%	Reduced	Holders
Q2 2024	21,809	$3.41M	0.4%	+4,259+24.3%	Added	Holders
Q1 2024	17,550	$2.77M	0.4%	+1,386+8.6%	Added	Holders
Q4 2023	16,164	$2.41M	0.3%	+261+1.6%	Added	Holders
Q3 2023	15,903	$2.68M	0.4%	+2,740+20.8%	Added	Holders
Q2 2023	13,163	$2.07M	0.3%	+1,523+13.1%	Added	Holders
Q1 2023	11,640	$1.90M	0.3%	+223+2.0%	Added	Holders
Q4 2022	11,417	$2.05M	0.4%	−2,964−20.6%	Reduced	Holders
Q3 2022	14,381	$2.07M	0.4%	+201+1.4%	Added	Holders
Q2 2022	14,180	$2.05M	0.4%	−5,632−28.4%	Reduced	Holders
Q1 2022	19,812	$3.23M	0.7%	−4,239−17.6%	Reduced	Holders
Q4 2021	24,051	$2.82M	0.6%	+2,282+10.5%	Added	Holders
Q3 2021	21,769	$2.21M	0.5%	−193−0.9%	Reduced	Holders
Q2 2021	21,962	$2.30M	0.5%	+3,481+18.8%	Added	Holders
Q1 2021	18,481	$1.94M	0.5%	–	–	Holders

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