Symphony Financial, Ltd. Co.

SEC CIK: 0001800687
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Symphony Financial, Ltd. Co., 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): 19,135
Value: $3.22M
% of portfolio: 0.4%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Symphony Financial, Ltd. Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	19,135	$3.22M	0.4%	−215−1.1%	Reduced	Holders
Q1 2026	19,350	$4.09M	0.5%	+2,981+18.2%	Added	Holders
Q4 2025	16,369	$2.49M	0.3%	−9,932−37.8%	Reduced	Holders
Q3 2025	26,301	$4.06M	0.5%	−369−1.4%	Reduced	Holders
Q2 2025	26,670	$3.79M	0.5%	+21,146+382.8%	Added	Holders
Q1 2025	5,524	$736.0K	0.4%	−25,052−81.9%	Reduced	Holders
Q4 2024	30,576	$4.83M	0.8%	+1,940+6.8%	Added	Holders
Q3 2024	28,636	$4.20M	0.7%	+1,902+7.1%	Added	Holders
Q2 2024	26,734	$4.18M	0.8%	+4,739+21.5%	Added	Holders
Q1 2024	21,995	$3.47M	0.8%	−2,318−9.5%	Reduced	Holders
Q4 2023	24,313	$3.51M	0.8%	+7,383+43.6%	Added	Holders
Q3 2023	16,930	$2.82M	0.7%	+3,625+27.2%	Added	Holders
Q2 2023	13,305	$2.08M	0.5%	−40.0%	Reduced	Holders
Q1 2023	13,309	$2.16M	0.6%	+1,018+8.3%	Added	Holders
Q4 2022	12,291	$2.12M	0.6%	−480−3.8%	Reduced	Holders
Q3 2022	12,771	$1.85M	0.6%	+2,777+27.8%	Added	Holders
Q2 2022	9,994	$1.47M	0.4%	−4,273−30.0%	Reduced	Holders
Q1 2022	14,267	$2.38M	0.6%	+7,527+111.7%	Added	Holders
Q4 2021	6,740	$804.0K	0.2%	+2,001+42.2%	Added	Holders
Q3 2021	4,739	$490.0K	0.2%	−1,161−19.7%	Reduced	Holders
Q2 2021	5,900	$616.0K	0.2%	−912−13.4%	Reduced	Holders
Q1 2021	6,812	$706.0K	0.2%	–	–	Holders

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