Mattern Wealth Management LLC

SEC CIK: 0001802376
Latest filing: Jul 23, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Mattern Wealth Management 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): 16,837
Value: $2.79M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Mattern Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,837	$2.79M	0.5%	+1,177+7.5%	Added	Holders
Q1 2026	15,660	$3.24M	0.6%	−4,775−23.4%	Reduced	Holders
Q4 2025	20,435	$3.11M	0.6%	−340−1.6%	Reduced	Holders
Q3 2025	20,775	$3.23M	0.6%	−457−2.2%	Reduced	Holders
Q2 2025	21,232	$3.04M	0.6%	−299−1.4%	Reduced	Holders
Q1 2025	21,531	$3.60M	0.8%	+99+0.5%	Added	Holders
Q4 2024	21,432	$3.10M	0.7%	−2,315−9.7%	Reduced	Holders
Q3 2024	23,747	$3.50M	0.8%	−11,368−32.4%	Reduced	Holders
Q2 2024	35,115	$5.49M	1.3%	−2,462−6.6%	Reduced	Holders
Q1 2024	37,577	$5.93M	1.4%	−1,091−2.8%	Reduced	Holders
Q4 2023	38,668	$5.77M	1.5%	−30−0.1%	Reduced	Holders
Q3 2023	38,698	$6.53M	1.9%	+3,779+10.8%	Added	Holders
Q2 2023	34,919	$5.49M	1.6%	+4,631+15.3%	Added	Holders
Q1 2023	30,288	$4.94M	1.6%	−88−0.3%	Reduced	Holders
Q4 2022	30,376	$5.45M	2.2%	+1,633+5.7%	Added	Holders
Q3 2022	28,743	$4.13M	1.7%	+16+0.1%	Added	Holders
Q2 2022	28,727	$4.16M	1.6%	+892+3.2%	Added	Holders
Q1 2022	27,835	$4.53M	1.5%	−2,496−8.2%	Reduced	Holders
Q4 2021	30,331	$3.56M	1.0%	+331+1.1%	Added	Holders
Q3 2021	30,000	$3.04M	1.0%	−164−0.5%	Reduced	Holders
Q2 2021	30,164	$2.98M	0.9%	+7,281+31.8%	Added	Holders
Q1 2021	22,883	$2.40M	0.8%	–	–	Holders

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