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Keystone Wealth Services, LLC

SEC CIK
0001866189
Latest filing
Aug 5, 2026

CVX holding history

Chevron Corp in every 13F filed by Keystone Wealth Services, 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)
41,526
Value
$6.88M
% of portfolio
1.3%
Quarters held
16
Since Q1 2022
Holdings of CVX by Keystone Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,526$6.88M1.3%−103−0.2%ReducedHolders
Q1 202641,629$8.61M1.8%−788−1.9%ReducedHolders
Q4 202542,417$6.46M1.4%+1,018+2.5%AddedHolders
Q3 202541,399$6.43M1.4%+39,981+2,819.5%AddedHolders
Q2 20251,418$203.0K<0.1%+5+0.4%AddedHolders
Q1 20251,413$236.4K0.1%+1,413NewHolders
Q3 20240$00.0%−1,581−100.0%Sold outHolders
Q2 20241,581$247.3K0.1%+9+0.6%AddedHolders
Q1 20241,572$247.9K0.1%+2+0.1%AddedHolders
Q4 20231,570$234.2K0.1%+4+0.3%AddedHolders
Q3 20231,566$264.1K0.1%−121−7.2%ReducedHolders
Q2 20231,687$265.4K0.1%+7+0.4%AddedHolders
Q1 20231,680$274.1K0.1%+21+1.3%AddedHolders
Q4 20221,659$297.8K0.1%−70−4.0%ReducedHolders
Q3 20221,729$248.0K0.1%−15−0.9%ReducedHolders
Q2 20221,744$253.0K0.1%+5+0.3%AddedHolders
Q1 20221,739$283.0K0.1%+1,739NewHolders