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Lifeworks Advisors, LLC

SEC CIK
0001882132
Latest filing
Aug 14, 2026

CVX holding history

Chevron Corp in every 13F filed by Lifeworks 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)
4,153
Value
$688.4K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of CVX by Lifeworks Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,153$688.4K0.1%+1,381+49.8%AddedHolders
Q1 20262,772$573.6K0.1%+126+4.8%AddedHolders
Q4 20252,646$403.2K0.1%−30−1.1%ReducedHolders
Q3 20252,676$415.6K0.1%−36−1.3%ReducedHolders
Q2 20252,712$388.4K0.1%−93−3.3%ReducedHolders
Q1 20252,805$469.2K0.1%+305+12.2%AddedHolders
Q4 20242,500$362.1K0.1%+920+58.2%AddedHolders
Q3 20241,580$232.7K<0.1%+1,580NewHolders