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Websterrogers Financial Advisors, LLC

SEC CIK
0001841757
Latest filing
Jul 15, 2026

CVX holding history

Chevron Corp in every 13F filed by Websterrogers 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)
1,582
Value
$262.3K
% of portfolio
0.1%
Quarters held
11
Since Q4 2023
Holdings of CVX by Websterrogers Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,582$262.3K0.1%−19−1.2%ReducedHolders
Q1 20261,601$331.4K0.1%−31−1.9%ReducedHolders
Q4 20251,632$248.8K0.1%−23−1.4%ReducedHolders
Q3 20251,655$257.1K0.1%00.0%UnchangedHolders
Q2 20251,655$237.1K0.1%+29+1.8%AddedHolders
Q1 20251,626$272.1K0.1%+27+1.7%AddedHolders
Q4 20241,599$231.7K0.1%+6+0.4%AddedHolders
Q3 20241,593$234.7K0.1%+4+0.3%AddedHolders
Q2 20241,589$248.6K0.1%−192−10.8%ReducedHolders
Q1 20241,781$281.0K0.1%+113+6.8%AddedHolders
Q4 20231,668$248.9K0.1%+1,668NewHolders