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C2C Wealth Management, LLC

SEC CIK
0001868903
Latest filing
Jul 9, 2026

CVX holding history

Chevron Corp in every 13F filed by C2C Wealth Management, 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)
35,616
Value
$5.90M
% of portfolio
4.6%
Quarters held
19
Since Q4 2021
Holdings of CVX by C2C Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,616$5.90M4.6%−100−0.3%ReducedHolders
Q1 202635,716$7.39M6.3%00.0%UnchangedHolders
Q4 202535,716$5.44M4.6%−158−0.4%ReducedHolders
Q3 202535,874$5.57M4.8%−1,225−3.3%ReducedHolders
Q2 202537,099$5.31M4.8%−2,148−5.5%ReducedHolders
Q1 202539,247$6.57M6.2%−502−1.3%ReducedHolders
Q4 202439,749$5.76M5.3%00.0%UnchangedHolders
Q3 202439,749$5.92M5.5%+600+1.5%AddedHolders
Q2 202439,149$6.12M6.0%00.0%UnchangedHolders
Q1 202439,149$6.18M6.1%−433−1.1%ReducedHolders
Q4 202339,582$5.93M5.0%−13,839−25.9%ReducedHolders
Q3 202353,421$8.85M1.3%+7,015+15.1%AddedHolders
Q2 202346,406$7.14M0.9%+330+0.7%AddedHolders
Q1 202346,076$7.82M1.3%+355+0.8%AddedHolders
Q4 202245,721$8.19M1.4%+350+0.8%AddedHolders
Q3 202245,371$7.15M1.4%+80+0.2%AddedHolders
Q2 202245,291$6.55M1.2%00.0%UnchangedHolders
Q1 202245,291$7.80M1.3%−139−0.3%ReducedHolders
Q4 202145,430$5.33M0.8%–No prior filingHolders