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Quantum Private Wealth, LLC

SEC CIK
0001929662
Latest filing
Jul 29, 2026

CVX holding history

Chevron Corp in every 13F filed by Quantum 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)
2,327
Value
$385.7K
% of portfolio
0.1%
Quarters held
16
Since Q3 2022
Holdings of CVX by Quantum Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,327$385.7K0.1%00.0%UnchangedHolders
Q1 20262,327$481.4K0.1%−160−6.4%ReducedHolders
Q4 20252,487$379.0K0.1%−200−7.4%ReducedHolders
Q3 20252,687$417.3K0.1%−1,009−27.3%ReducedHolders
Q2 20253,696$529.2K0.2%+97+2.7%AddedHolders
Q1 20253,599$602.1K0.2%00.0%UnchangedHolders
Q4 20243,599$521.3K0.2%−20−0.6%ReducedHolders
Q3 20243,619$533.0K0.2%−114−3.1%ReducedHolders
Q2 20243,733$583.9K0.2%+9+0.2%AddedHolders
Q1 20243,724$587.4K0.2%−47−1.2%ReducedHolders
Q4 20233,771$562.5K0.2%+250+7.1%AddedHolders
Q3 20233,521$593.7K0.3%00.0%UnchangedHolders
Q2 20233,521$554.0K0.3%+1,538+77.6%AddedHolders
Q1 20231,983$323.5K0.2%00.0%UnchangedHolders
Q4 20221,983$355.9K0.2%+96+5.1%AddedHolders
Q3 20221,887$271.0K0.2%+1,887NewHolders