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Arkadios Wealth Advisors

SEC CIK
0001800798
Latest filing
Aug 10, 2026

CVX holding history

Chevron Corp in every 13F filed by Arkadios Wealth Advisors, 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)
150,387
Value
$24.9M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CVX by Arkadios Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150,387$24.9M0.4%−4,790−3.1%ReducedHolders
Q1 2026155,177$32.1M0.5%+6,254+4.2%AddedHolders
Q4 2025148,923$22.7M0.5%+23,845+19.1%AddedHolders
Q3 2025125,078$19.4M0.5%+11,547+10.2%AddedHolders
Q2 2025113,531$16.3M0.5%+9,486+9.1%AddedHolders
Q1 2025104,045$17.4M0.7%+22,631+27.8%AddedHolders
Q4 202481,414$11.8M0.6%+2,445+3.1%AddedHolders
Q3 202478,969$11.6M0.7%+8,974+12.8%AddedHolders
Q2 202469,995$10.9M0.7%+16,719+31.4%AddedHolders
Q1 202453,276$8.40M0.7%+6,544+14.0%AddedHolders
Q4 202346,732$6.97M0.6%+21,281+83.6%AddedHolders
Q3 202325,451$4.29M0.4%+3,442+15.6%AddedHolders
Q2 202322,009$3.46M0.4%+70.0%AddedHolders
Q1 202322,002$3.59M0.4%+5,229+31.2%AddedHolders
Q4 202216,773$3.01M0.4%+5,130+44.1%AddedHolders
Q3 202211,643$1.67M0.3%+3,330+40.1%AddedHolders
Q2 20228,313$1.20M0.2%−164−1.9%ReducedHolders
Q1 20228,477$1.38M0.2%+107+1.3%AddedHolders
Q4 20218,370$982.0K0.1%−4,442−34.7%ReducedHolders
Q3 202112,812$1.30M0.2%−1,044−7.5%ReducedHolders
Q2 202113,856$1.45M0.2%+7,265+110.2%AddedHolders
Q1 20216,591$690.0K0.1%––Holders

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