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Livermore
Livermore
ZHEN

CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

CVX holding history

Chevron Corp in every 13F filed by CWS Financial Advisors, LLC, 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)
8,057
Value
$1.34M
% of portfolio
0.3%
Quarters held
21
Since Q1 2021
Holdings of CVX by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,057$1.34M0.3%+554+7.4%AddedHolders
Q1 20267,503$1.55M0.4%+140+1.9%AddedHolders
Q4 20257,363$1.12M0.3%+68+0.9%AddedHolders
Q3 20257,295$1.13M0.3%+869+13.5%AddedHolders
Q2 20256,426$920.1K0.3%+12+0.2%AddedHolders
Q1 20256,414$1.07M0.3%+250+4.1%AddedHolders
Q4 20246,164$892.8K0.3%+1,093+21.6%AddedHolders
Q3 20245,071$746.9K0.3%+790+18.5%AddedHolders
Q2 20244,281$669.6K0.3%−1,271−22.9%ReducedHolders
Q1 20245,552$875.7K0.4%−6,855−55.3%ReducedHolders
Q4 202312,407$1.85M0.7%−663−5.1%ReducedHolders
Q3 202313,070$2.20M0.9%+106+0.8%AddedHolders
Q2 202312,964$2.04M0.8%+244+1.9%AddedHolders
Q1 202312,720$2.08M0.8%−4,555−26.4%ReducedHolders
Q4 202217,275$1.81M0.8%+4,651+36.8%AddedHolders
Q3 202212,624$1.81M0.9%−130−1.0%ReducedHolders
Q2 202212,754$1.85M0.8%−4,557−26.3%ReducedHolders
Q1 202217,311$2.82M1.1%−321−1.8%ReducedHolders
Q4 202117,632$2.07M0.7%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 202117,426$1.82M0.7%+151+0.9%AddedHolders
Q1 202117,275$1.81M0.8%––Holders

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