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Carson Advisory Inc.

SEC CIK
0001909304
Latest filing
Aug 11, 2026

CVX holding history

Chevron Corp in every 13F filed by Carson Advisory Inc., 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)
5,880
Value
$974.7K
% of portfolio
0.4%
Quarters held
19
Since Q4 2021
Holdings of CVX by Carson Advisory Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,880$974.7K0.4%+425+7.8%AddedHolders
Q1 20265,455$1.13M0.6%−924−14.5%ReducedHolders
Q4 20256,379$972.3K0.5%−150−2.3%ReducedHolders
Q3 20256,529$1.01M0.5%−198−2.9%ReducedHolders
Q2 20256,727$963.3K0.6%−329−4.7%ReducedHolders
Q1 20257,056$1.18M0.8%−334−4.5%ReducedHolders
Q4 20247,390$1.07M0.7%−338−4.4%ReducedHolders
Q3 20247,728$1.14M0.7%+539+7.5%AddedHolders
Q2 20247,189$1.12M0.8%+32+0.4%AddedHolders
Q1 20247,157$1.13M0.8%+93+1.3%AddedHolders
Q4 20237,064$1.05M0.8%−102−1.4%ReducedHolders
Q3 20237,166$1.21M1.1%+1,449+25.3%AddedHolders
Q2 20235,717$899.5K0.8%−9−0.2%ReducedHolders
Q1 20235,726$934.3K0.8%+10.0%AddedHolders
Q4 20225,725$1.03M1.0%+287+5.3%AddedHolders
Q3 20225,438$781.0K0.9%+891+19.6%AddedHolders
Q2 20224,547$658.0K0.7%−199−4.2%ReducedHolders
Q1 20224,746$773.0K0.8%−657−12.2%ReducedHolders
Q4 20215,403$634.0K0.6%–No prior filingHolders