Rooted Wealth Advisors, Inc.

SEC CIK: 0001963732
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Rooted Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of CVX by Rooted Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−1,987−100.0%	Sold out	Holders
Q3 2023	1,987	$287.0K	0.2%	+243+13.9%	Added	Holders
Q2 2023	1,744	$273.0K	0.2%	+237+15.7%	Added	Holders
Q1 2023	1,507	$260.0K	0.2%	+1,507	New	Holders