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Livermore
Livermore
ZHEN

Worth Financial Advisory Group, LLC

SEC CIK
0001964358
Latest filing
Jul 30, 2026

CVX holding history

Chevron Corp in every 13F filed by Worth Financial Advisory Group, 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)
2,619
Value
$434.1K
% of portfolio
0.2%
Quarters held
14
Since Q4 2022
Holdings of CVX by Worth Financial Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,619$434.1K0.2%+2,619NewHolders
Q1 20260$00.0%−2,436−100.0%Sold outHolders
Q4 20252,436$371.3K0.2%−290−10.6%ReducedHolders
Q3 20252,726$423.3K0.2%−217−7.4%ReducedHolders
Q2 20252,943$421.4K0.3%+378+14.7%AddedHolders
Q1 20252,565$429.1K0.3%−159−5.8%ReducedHolders
Q4 20242,724$394.5K0.2%−61−2.2%ReducedHolders
Q3 20242,785$410.2K0.2%+61+2.2%AddedHolders
Q2 20242,724$426.0K0.3%+242+9.8%AddedHolders
Q1 20242,482$391.5K0.3%−15−0.6%ReducedHolders
Q4 20232,497$372.5K0.3%+10.0%AddedHolders
Q3 20232,496$420.9K0.4%−14−0.6%ReducedHolders
Q2 20232,510$394.9K0.4%−70−2.7%ReducedHolders
Q1 20232,580$421.0K0.4%−192−6.9%ReducedHolders
Q4 20222,772$497.5K0.6%–No prior filingHolders