Skip to main content

NewEdge Wealth, LLC

SEC CIK
0001861796
Latest filing
Aug 10, 2026

CVX holding history

Chevron Corp in every 13F filed by NewEdge Wealth, 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)
69,556
Value
$11.5M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CVX by NewEdge Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669,556$11.5M0.1%+1,590+2.3%AddedHolders
Q1 202667,966$14.1M0.2%−17,788−20.7%ReducedHolders
Q4 202585,754$13.1M0.1%+4,154+5.1%AddedHolders
Q3 202581,600$12.5M0.2%+5,876+7.8%AddedHolders
Q2 202575,724$11.6M0.2%+14,123+22.9%AddedHolders
Q1 202561,601$10.3M0.2%+4,324+7.5%AddedHolders
Q4 202457,277$8.30M0.1%+1,153+2.1%AddedHolders
Q3 202456,124$8.27M0.1%+15,039+36.6%AddedHolders
Q2 202441,085$6.43M0.1%−8,608−17.3%ReducedHolders
Q1 202449,693$7.99M0.2%+1,936+4.1%AddedHolders
Q4 202347,757$7.12M0.2%+2,135+4.7%AddedHolders
Q3 202345,622$7.69M0.2%+2,664+6.2%AddedHolders
Q2 202342,958$6.76M0.2%+223+0.5%AddedHolders
Q1 202342,735$6.97M0.3%+2,064+5.1%AddedHolders
Q4 202240,671$7.30M0.3%−1,006−2.4%ReducedHolders
Q3 202241,677$5.99M0.3%+3,588+9.4%AddedHolders
Q2 202238,089$5.51M0.3%+32,766+615.6%AddedHolders
Q1 20225,323$867.0K<0.1%+1,785+50.5%AddedHolders
Q4 20213,538$415.0K<0.1%+341+10.7%AddedHolders
Q3 20213,197$324.0K<0.1%+817+34.3%AddedHolders
Q2 20212,380$249.0K<0.1%−275−10.4%ReducedHolders
Q1 20212,655$278.0K<0.1%––Holders

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