Parcion Private Wealth LLC

SEC CIK: 0001801263
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Parcion Private Wealth 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): 62,674
Value: $10.4M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Parcion Private Wealth LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	62,674	$10.4M	0.6%	+3,566+6.0%	Added	Holders
Q1 2026	59,108	$12.2M	0.8%	+645+1.1%	Added	Holders
Q4 2025	58,463	$8.91M	0.5%	−1,511−2.5%	Reduced	Holders
Q3 2025	59,974	$9.31M	0.6%	+287+0.5%	Added	Holders
Q2 2025	59,687	$8.55M	0.6%	+2,908+5.1%	Added	Holders
Q1 2025	56,779	$9.50M	0.8%	+3,403+6.4%	Added	Holders
Q4 2024	53,376	$7.73M	0.6%	+1,203+2.3%	Added	Holders
Q3 2024	52,173	$7.68M	0.6%	+6,792+15.0%	Added	Holders
Q2 2024	45,381	$7.10M	0.6%	+566+1.3%	Added	Holders
Q1 2024	44,815	$7.07M	0.6%	+205+0.5%	Added	Holders
Q4 2023	44,610	$6.65M	0.6%	+6,923+18.4%	Added	Holders
Q3 2023	37,687	$6.35M	0.7%	+455+1.2%	Added	Holders
Q2 2023	37,232	$5.86M	0.6%	+1,147+3.2%	Added	Holders
Q1 2023	36,085	$5.89M	0.6%	+2,905+8.8%	Added	Holders
Q4 2022	33,180	$5.96M	0.6%	−4,582−12.1%	Reduced	Holders
Q3 2022	37,762	$5.42M	0.6%	−496−1.3%	Reduced	Holders
Q2 2022	38,258	$5.52M	0.6%	−4,694−10.9%	Reduced	Holders
Q1 2022	42,952	$7.00M	0.7%	−16,486−27.7%	Reduced	Holders
Q4 2021	59,438	$7.66M	0.7%	+1,143+2.0%	Added	Holders
Q3 2021	58,295	$6.39M	0.6%	+643+1.1%	Added	Holders
Q2 2021	57,652	$6.04M	0.6%	+965+1.7%	Added	Holders
Q1 2021	56,687	$5.94M	0.7%	–	–	Holders

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