Strategic Wealth Designers
- SEC CIK
- 0001802365
- Latest filing
- Aug 4, 2026
CVX holding history
Chevron Corp in every 13F filed by Strategic Wealth Designers, 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 (Q4 2025)
- 0
- Sold out in Q4 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,730−100.0% | Sold out | Holders |
| Q3 2025 | 1,730 | $268.6K | <0.1% | +1,730 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −1,609−100.0% | Sold out | Holders |
| Q4 2024 | 1,609 | $233.1K | <0.1% | −15−0.9% | Reduced | Holders |
| Q3 2024 | 1,624 | $243.1K | <0.1% | −423−20.7% | Reduced | Holders |
| Q2 2024 | 2,047 | $320.4K | <0.1% | – | No prior filing | Holders |
| Q1 2024 | – | – | – | – | Not filed | Holders |
| Q4 2023 | 2,490 | $371.5K | 0.1% | +294+13.4% | Added | Holders |
| Q3 2023 | 2,196 | $370.3K | 0.1% | +162+8.0% | Added | Holders |
| Q2 2023 | 2,034 | $320.0K | 0.1% | +548+36.9% | Added | Holders |
| Q1 2023 | 1,486 | $242.4K | <0.1% | +261+21.3% | Added | Holders |
| Q4 2022 | 1,225 | $217.2K | 0.1% | +1,225 | New | Holders |