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TrueWealth Advisors, LLC

SEC CIK
0001817714
Latest filing
Jul 8, 2026

CVX holding history

Chevron Corp in every 13F filed by TrueWealth 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)
10,635
Value
$1.76M
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of CVX by TrueWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,635$1.76M0.4%−58−0.5%ReducedHolders
Q1 202610,693$2.21M0.6%−210−1.9%ReducedHolders
Q4 202510,903$1.66M0.4%−102−0.9%ReducedHolders
Q3 202511,005$1.71M0.5%−188−1.7%ReducedHolders
Q2 202511,193$1.60M0.5%−191−1.7%ReducedHolders
Q1 202511,384$1.90M0.6%−205−1.8%ReducedHolders
Q4 202411,589$1.68M0.6%+3,696+46.8%AddedHolders
Q3 20247,893$1.16M0.4%−3,818−32.6%ReducedHolders
Q2 202411,711$1.83M0.7%−136−1.1%ReducedHolders
Q1 202411,847$1.87M0.7%+27+0.2%AddedHolders
Q4 202311,820$1.76M0.7%−715−5.7%ReducedHolders
Q3 202312,535$2.11M0.9%−491−3.8%ReducedHolders
Q2 202313,026$2.05M0.8%−56−0.4%ReducedHolders
Q1 202313,082$2.13M0.9%+8+0.1%AddedHolders
Q4 202213,074$2.35M1.0%+503+4.0%AddedHolders
Q3 202212,571$1.81M0.9%+14+0.1%AddedHolders
Q2 202212,557$1.82M0.8%+4,960+65.3%AddedHolders
Q1 20227,597$892.0K0.4%00.0%UnchangedHolders
Q4 20217,597$892.0K0.4%+526+7.4%AddedHolders
Q3 20217,071$717.0K0.4%−372−5.0%ReducedHolders
Q2 20217,443$780.0K0.5%+579+8.4%AddedHolders
Q1 20216,864$696.0K0.5%––Holders

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