Skip to main content
Livermore
Livermore
ZHEN

Arbor Trust Wealth Advisors, LLC

SEC CIK
0001797135
Latest filing
Aug 6, 2026

CVX holding history

Chevron Corp in every 13F filed by Arbor Trust 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 (Q2 2026)
13,577
Value
$2.25M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of CVX by Arbor Trust Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,577$2.25M0.9%−324−2.3%ReducedHolders
Q1 202613,901$2.88M1.3%+136+1.0%AddedHolders
Q4 202513,765$2.10M0.9%−309−2.2%ReducedHolders
Q3 202514,074$2.19M1.0%+778+5.9%AddedHolders
Q2 202513,296$1.90M0.9%−2,119−13.7%ReducedHolders
Q1 202515,415$2.58M1.2%+457+3.1%AddedHolders
Q4 202414,958$2.17M1.0%−402−2.6%ReducedHolders
Q3 202415,360$2.40M1.3%00.0%UnchangedHolders
Q2 202415,360$2.40M1.3%−63−0.4%ReducedHolders
Q1 202415,423$2.51M1.4%+321+2.1%AddedHolders
Q4 202315,102$2.25M1.3%+665+4.6%AddedHolders
Q3 202314,437$2.43M1.6%−626−4.2%ReducedHolders
Q2 202315,063$2.37M1.5%+244+1.6%AddedHolders
Q1 202314,819$2.42M1.6%+70+0.5%AddedHolders
Q4 202214,749$2.65M1.8%+50.0%AddedHolders
Q3 202214,744$2.12M1.6%−538−3.5%ReducedHolders
Q2 202215,282$2.21M1.5%+662+4.5%AddedHolders
Q1 202214,620$2.38M1.4%+1,695+13.1%AddedHolders
Q4 202112,925$1.52M0.9%+187+1.5%AddedHolders
Q3 202112,738$1.29M0.8%−137−1.1%ReducedHolders
Q2 202112,875$1.35M0.8%−100−0.8%ReducedHolders
Q1 202112,975$1.36M0.9%––Holders

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