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Livermore
Livermore
ZHEN

IAM Advisory, LLC

SEC CIK
0001825292
Latest filing
Jul 14, 2026

CVX holding history

Chevron Corp in every 13F filed by IAM Advisory, 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)
1,526
Value
$253.0K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of CVX by IAM Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,526$253.0K<0.1%+65+4.4%AddedHolders
Q1 20261,461$302.4K0.1%−100−6.4%ReducedHolders
Q4 20251,561$237.9K0.1%+109+7.5%AddedHolders
Q3 20251,452$225.5K0.1%+1,452NewHolders
Q2 20250$00.0%−5,571−100.0%Sold outHolders
Q1 20255,571$932.0K0.2%−181−3.1%ReducedHolders
Q4 20245,752$833.2K0.2%−121−2.1%ReducedHolders
Q3 20245,873$865.0K0.2%+17+0.3%AddedHolders
Q2 20245,856$915.9K0.2%−20.0%ReducedHolders
Q1 20245,858$924.1K0.3%+59+1.0%AddedHolders
Q4 20235,799$864.9K0.3%+49+0.9%AddedHolders
Q3 20235,750$969.6K0.3%+180+3.2%AddedHolders
Q2 20235,570$876.4K0.3%+205+3.8%AddedHolders
Q1 20235,365$875.4K0.3%−2,262−29.7%ReducedHolders
Q4 20227,627$1.37M0.5%+265+3.6%AddedHolders
Q3 20227,362$1.06M0.4%+431+6.2%AddedHolders
Q2 20226,931$1.00M0.4%+2,179+45.9%AddedHolders
Q1 20224,752$774.0K0.3%+4+0.1%AddedHolders
Q4 20214,748$594.0K0.2%+5+0.1%AddedHolders
Q3 20214,743$508.0K0.2%+4,743NewHolders
Q2 20210$00.0%−4,646−100.0%Sold outHolders
Q1 20214,646$490.0K0.2%––Holders

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