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Alta Wealth Advisors LLC

SEC CIK
0001843826
Latest filing
Jul 30, 2026

CVX holding history

Chevron Corp in every 13F filed by Alta Wealth 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)
1,293
Value
$214.3K
% of portfolio
0.1%
Quarters held
15
Since Q4 2021
Holdings of CVX by Alta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,293$214.3K0.1%−65−4.8%ReducedHolders
Q1 20261,358$281.0K0.1%+45+3.4%AddedHolders
Q4 20251,313$200.2K0.1%−52−3.8%ReducedHolders
Q3 20251,365$212.0K0.1%+1,365NewHolders
Q2 20250$00.0%−3,206−100.0%Sold outHolders
Q1 20253,206$536.3K0.2%−128−3.8%ReducedHolders
Q4 20243,334$482.9K0.2%−10−0.3%ReducedHolders
Q3 20243,344$492.5K0.2%+624+22.9%AddedHolders
Q2 20242,720$425.5K0.2%00.0%UnchangedHolders
Q1 20242,720$429.1K0.2%−155−5.4%ReducedHolders
Q4 20232,875$428.8K0.2%−5,996−67.6%ReducedHolders
Q3 20238,871$1.50M0.9%+7,296+463.2%AddedHolders
Q2 20231,575$247.9K0.1%+1+0.1%AddedHolders
Q1 20231,574$256.9K0.2%+101+6.9%AddedHolders
Q4 20221,473$264.5K0.2%+1,473NewHolders
Q1 20220$00.0%−1,739−100.0%Sold outHolders
Q4 20211,739$204.0K0.1%+1,739NewHolders