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Keebeck Wealth Management, LLC

SEC CIK
0001803675
Latest filing
Aug 11, 2026

CVX holding history

Chevron Corp in every 13F filed by Keebeck 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 overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
5,304
Value
$879.2K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of CVX by Keebeck Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,304$879.2K0.1%−608−10.3%ReducedHolders
Q1 20265,912$1.22M0.1%+4,129+231.6%AddedHolders
Q4 20251,783$271.7K<0.1%+1,783NewHolders
Q3 20250$00.0%−3,806−100.0%Sold outHolders
Q2 20253,806$545.0K0.1%+376+11.0%AddedHolders
Q1 20253,430$573.8K0.1%+333+10.8%AddedHolders
Q4 20243,097$448.6K0.1%−296−8.7%ReducedHolders
Q3 20243,393$499.7K0.1%+2,058+154.2%AddedHolders
Q2 20241,335$208.8K<0.1%−311−18.9%ReducedHolders
Q1 20241,646$259.6K<0.1%+1,646NewHolders
Q3 20210$00.0%−1,950−100.0%Sold outHolders
Q2 20211,950$204.0K<0.1%−9,397−82.8%ReducedHolders
Q1 202111,347$1.19M0.2%––Holders

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