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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

CVX holding history

Chevron Corp in every 13F filed by Encompass 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)
3,163
Value
$524.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CVX by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,163$524.3K0.2%+2+0.1%AddedHolders
Q1 20263,161$654.1K0.2%−701−18.2%ReducedHolders
Q4 20253,862$588.6K0.2%+66+1.7%AddedHolders
Q3 20253,796$589.5K0.2%−71−1.8%ReducedHolders
Q2 20253,867$553.7K0.2%+4+0.1%AddedHolders
Q1 20253,863$646.2K0.3%−80−2.0%ReducedHolders
Q4 20243,943$571.1K0.2%−2,261−36.4%ReducedHolders
Q3 20246,204$913.7K0.2%+251+4.2%AddedHolders
Q2 20245,953$931.2K0.2%−243−3.9%ReducedHolders
Q1 20246,196$977.3K0.3%−20.0%ReducedHolders
Q4 20236,198$924.5K0.3%+112+1.8%AddedHolders
Q3 20236,086$1.03M0.3%−23−0.4%ReducedHolders
Q2 20236,109$961.2K0.3%−13−0.2%ReducedHolders
Q1 20236,122$998.9K0.3%+2,200+56.1%AddedHolders
Q4 20223,922$704.0K0.3%−11−0.3%ReducedHolders
Q3 20223,933$565.0K0.2%−59−1.5%ReducedHolders
Q2 20223,992$578.0K0.2%−84−2.1%ReducedHolders
Q1 20224,076$664.0K0.2%+169+4.3%AddedHolders
Q4 20213,907$458.0K0.1%−10.0%ReducedHolders
Q3 20213,908$396.0K0.1%−2,202−36.0%ReducedHolders
Q2 20216,110$640.0K0.2%+100+1.7%AddedHolders
Q1 20216,010$637.0K0.2%––Holders

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