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Livermore
Livermore
ZHEN

Crestmont Private Wealth LLC

SEC CIK
0001873372
Latest filing
Aug 7, 2026

CVX holding history

Chevron Corp in every 13F filed by Crestmont Private 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)
5,160
Value
$855.3K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of CVX by Crestmont Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,160$855.3K0.2%00.0%UnchangedHolders
Q1 20265,160$1.07M0.3%00.0%UnchangedHolders
Q4 20255,160$786.4K0.3%00.0%UnchangedHolders
Q3 20255,160$801.3K0.3%+826+19.1%AddedHolders
Q2 20254,334$620.6K0.2%00.0%UnchangedHolders
Q1 20254,334$725.0K0.3%00.0%UnchangedHolders
Q4 20244,334$627.7K0.3%00.0%UnchangedHolders
Q3 20244,334$638.3K0.3%−1,071−19.8%ReducedHolders
Q2 20245,405$845.5K0.4%+1,071+24.7%AddedHolders
Q1 20244,334$683.6K0.3%00.0%UnchangedHolders
Q4 20234,334$646.5K0.3%00.0%UnchangedHolders
Q3 20234,334$730.8K0.4%00.0%UnchangedHolders
Q2 20234,334$682.0K0.4%00.0%UnchangedHolders
Q1 20234,334$707.1K0.5%00.0%UnchangedHolders
Q4 20224,334$777.9K0.5%+35+0.8%AddedHolders
Q3 20224,299$618.0K0.5%+38+0.9%AddedHolders
Q2 20224,261$617.0K0.6%+4,261NewHolders