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Oxford Wealth Group, LLC

SEC CIK
0002007082
Latest filing
Aug 13, 2026

CVX holding history

Chevron Corp in every 13F filed by Oxford Wealth 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 (Q4 2024)
8,209
Value
$1.19M
% of portfolio
0.8%
Quarters held
4
Since Q1 2024
Holdings of CVX by Oxford Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 2025––––Not filedHolders
Q4 20248,209$1.19M0.8%−220−2.6%ReducedHolders
Q3 20248,429$1.24M1.0%−1,537−15.4%ReducedHolders
Q2 20249,966$1.56M1.1%+3,157+46.4%AddedHolders
Q1 20246,809$1.07M1.0%–No prior filingHolders