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Livermore
Livermore
ZHEN

W Advisors, LLC

SEC CIK
0001929907
Latest filing
Jul 31, 2026

CVX holding history

Chevron Corp in every 13F filed by W 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)
3,218
Value
$533.5K
% of portfolio
0.2%
Quarters held
19
Since Q4 2021
Holdings of CVX by W Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,218$533.5K0.2%+233+7.8%AddedHolders
Q1 20262,985$617.7K0.3%−16−0.5%ReducedHolders
Q4 20253,001$457.5K0.2%+2+0.1%AddedHolders
Q3 20252,999$465.8K0.2%+32+1.1%AddedHolders
Q2 20252,967$424.9K0.2%−70−2.3%ReducedHolders
Q1 20253,037$508.1K0.3%−95−3.0%ReducedHolders
Q4 20243,132$453.7K0.3%00.0%UnchangedHolders
Q3 20243,132$461.3K0.3%−1,853−37.2%ReducedHolders
Q2 20244,985$779.8K0.5%−595−10.7%ReducedHolders
Q1 20245,580$880.2K0.6%+22+0.4%AddedHolders
Q4 20235,558$829.1K0.6%+8+0.1%AddedHolders
Q3 20235,550$935.9K0.8%+36+0.7%AddedHolders
Q2 20235,514$867.7K0.7%00.0%UnchangedHolders
Q1 20235,514$899.7K0.7%−63−1.1%ReducedHolders
Q4 20225,577$1.00M0.8%−504−8.3%ReducedHolders
Q3 20226,081$874.0K0.8%+5+0.1%AddedHolders
Q2 20226,076$879.0K0.8%+36+0.6%AddedHolders
Q1 20226,040$983.0K0.7%+290+5.0%AddedHolders
Q4 20215,750$674.0K0.5%–No prior filingHolders