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Livermore
Livermore
ZHEN

KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

CVX holding history

Chevron Corp in every 13F filed by KFG 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)
1,728
Value
$286.4K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CVX by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,728$286.4K<0.1%+17+1.0%AddedHolders
Q1 20261,711$354.0K<0.1%−328−16.1%ReducedHolders
Q4 20252,039$310.7K<0.1%+31+1.5%AddedHolders
Q3 20252,008$311.9K<0.1%+14+0.7%AddedHolders
Q2 20251,994$285.5K<0.1%−15−0.7%ReducedHolders
Q1 20252,009$336.0K0.1%+8+0.4%AddedHolders
Q4 20242,001$289.9K0.1%−12−0.6%ReducedHolders
Q3 20242,013$296.5K0.1%+203+11.2%AddedHolders
Q2 20241,810$283.2K0.1%00.0%UnchangedHolders
Q1 20241,810$285.5K0.1%−30−1.6%ReducedHolders
Q4 20231,840$274.5K0.1%00.0%UnchangedHolders
Q3 20231,840$310.3K0.2%00.0%UnchangedHolders
Q2 20231,840$289.5K0.2%00.0%UnchangedHolders
Q1 20231,840$316.6K0.2%+6+0.3%AddedHolders
Q4 20221,834$329.2K0.3%–No prior filingHolders