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Livermore
Livermore
ZHEN

RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

CVX holding history

Chevron Corp in every 13F filed by RF&L 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)
1,760
Value
$291.7K
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CVX by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,760$291.7K0.2%00.0%UnchangedHolders
Q1 20261,760$364.1K0.3%−6,000−77.3%ReducedHolders
Q4 20257,760$1.18M0.7%+6,320+438.9%AddedHolders
Q3 20251,440$223.6K0.1%−200−12.2%ReducedHolders
Q2 20251,640$234.8K0.2%−85−4.9%ReducedHolders
Q1 20251,725$288.6K0.2%00.0%UnchangedHolders
Q4 20241,725$249.8K0.2%00.0%UnchangedHolders
Q3 20241,725$254.0K0.2%00.0%UnchangedHolders
Q2 20241,725$269.8K0.2%00.0%UnchangedHolders
Q1 20241,725$272.1K0.2%+25+1.5%AddedHolders
Q4 20231,700$253.6K0.2%00.0%UnchangedHolders
Q3 20231,700$286.7K0.3%00.0%UnchangedHolders
Q2 20231,700$267.5K0.2%00.0%UnchangedHolders
Q1 20231,700$277.4K0.3%00.0%UnchangedHolders
Q4 20221,700$305.1K0.3%–No prior filingHolders