Dopkins Wealth Management, LLC
- SEC CIK
- 0001904152
- Latest filing
- Jul 14, 2026
CVX holding history
Chevron Corp in every 13F filed by Dopkins 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)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q3 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −1,716−100.0% | Sold out | Holders |
| Q1 2026 | 1,716 | $355.0K | 0.1% | +1,716 | New | Holders |
| Q2 2025 | 0 | $0 | 0.0% | −1,613−100.0% | Sold out | Holders |
| Q1 2025 | 1,613 | $269.8K | 0.1% | −3,500−68.5% | Reduced | Holders |
| Q4 2024 | 5,113 | $740.6K | 0.4% | +1,913+59.8% | Added | Holders |
| Q3 2024 | 3,200 | $471.3K | 0.4% | −395−11.0% | Reduced | Holders |
| Q2 2024 | 3,595 | $562.3K | 0.3% | +95+2.7% | Added | Holders |
| Q1 2024 | 3,500 | $552.1K | 0.3% | +3,500 | New | Holders |
| Q4 2023 | 0 | $0 | 0.0% | −3,500−100.0% | Sold out | Holders |
| Q3 2023 | 3,500 | $590.2K | 0.4% | +3,500 | New | Holders |