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Laurel Wealth Planning LLC

SEC CIK
0001842010
Latest filing
Jul 30, 2026

CVX holding history

Chevron Corp in every 13F filed by Laurel Wealth Planning 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 (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of CVX by Laurel Wealth Planning LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−75−100.0%Sold outHolders
Q4 202275$13.5K<0.1%−83−52.5%ReducedHolders
Q3 2022158$23.0K<0.1%00.0%UnchangedHolders
Q2 2022158$23.0K<0.1%00.0%UnchangedHolders
Q1 2022158$26.0K<0.1%00.0%UnchangedHolders
Q4 2021158$19.0K<0.1%00.0%UnchangedHolders
Q3 2021158$16.0K<0.1%+75+90.4%AddedHolders
Q2 202183$9.00K<0.1%00.0%UnchangedHolders
Q1 202183$9.00K<0.1%––Holders

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