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Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

CVX holding history

Chevron Corp in every 13F filed by Phoenix Wealth Advisors, 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)
3,129
Value
$518.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CVX by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,129$518.6K0.2%+717+29.7%AddedHolders
Q1 20262,412$499.1K0.2%00.0%UnchangedHolders
Q4 20252,412$367.6K0.1%+10.0%AddedHolders
Q3 20252,411$374.5K0.1%+717+42.3%AddedHolders
Q2 20251,694$242.6K0.1%+1+0.1%AddedHolders
Q1 20251,693$283.3K0.1%−2−0.1%ReducedHolders
Q4 20241,695$245.5K0.1%+2+0.1%AddedHolders
Q3 20241,693$249.3K0.1%−2,550−60.1%ReducedHolders
Q2 20244,243$663.7K0.3%+2,590+156.7%AddedHolders
Q1 20241,653$260.7K0.2%00.0%UnchangedHolders
Q4 20231,653$247.1K0.2%−423−20.4%ReducedHolders
Q3 20232,076$350.1K0.2%+423+25.6%AddedHolders
Q2 20231,653$260.1K0.2%00.0%UnchangedHolders
Q1 20231,653$269.7K0.2%00.0%UnchangedHolders
Q4 20221,653$296.7K0.2%−109−6.2%ReducedHolders
Q3 20221,762$253.0K0.3%−25−1.4%ReducedHolders
Q2 20221,787$259.0K0.3%−153−7.9%ReducedHolders
Q1 20221,940$320.0K0.3%−500−20.5%ReducedHolders
Q4 20212,440$286.0K0.2%+1,000+69.4%AddedHolders
Q3 20211,440$146.0K0.1%+462+47.2%AddedHolders
Q2 2021978$102.0K0.1%+60+6.5%AddedHolders
Q1 2021918$97.0K0.1%––Holders

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