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Livermore
Livermore
ZHEN

Opal Wealth Advisors, LLC

SEC CIK
0001844201
Latest filing
Jul 20, 2026

CVX holding history

Chevron Corp in every 13F filed by Opal 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)
3,178
Value
$526.8K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CVX by Opal Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,178$526.8K0.1%+233+7.9%AddedHolders
Q1 20262,945$609.3K0.1%+321+12.2%AddedHolders
Q4 20252,624$399.9K0.1%−672−20.4%ReducedHolders
Q3 20253,296$511.8K0.1%+794+31.7%AddedHolders
Q2 20252,502$358.3K0.1%−176−6.6%ReducedHolders
Q1 20252,678$447.9K0.1%+834+45.2%AddedHolders
Q4 20241,844$267.1K0.1%−67−3.5%ReducedHolders
Q3 20241,911$281.4K0.1%−323−14.5%ReducedHolders
Q2 20242,234$349.5K0.1%−664−22.9%ReducedHolders
Q1 20242,898$457.2K0.2%−1,667−36.5%ReducedHolders
Q4 20234,565$680.9K0.3%−253−5.3%ReducedHolders
Q3 20234,818$812.4K0.5%+524+12.2%AddedHolders
Q2 20234,294$675.7K0.3%+1,360+46.4%AddedHolders
Q1 20232,934$478.7K0.3%+822+38.9%AddedHolders
Q4 20222,112$379.1K0.2%−431−16.9%ReducedHolders
Q3 20222,543$365.0K0.3%+34+1.4%AddedHolders
Q2 20222,509$363.0K0.2%+489+24.2%AddedHolders
Q1 20222,020$329.0K0.3%+75+3.9%AddedHolders
Q4 20211,945$228.0K0.1%+1,945NewHolders
Q3 20210$00.0%−2,106−100.0%Sold outHolders
Q2 20212,106$221.0K0.2%+33+1.6%AddedHolders
Q1 20212,073$217.0K0.2%––Holders

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