Bartlett & Co. Wealth Management LLC

SEC CIK: 0002010186
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Bartlett & Co. 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 overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 444,133
Value: $73.6M
% of portfolio: 0.9%
Quarters held: 22; Since Q1 2021

Holdings of CVX by Bartlett & Co. Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	444,133	$73.6M	0.9%	−8,407−1.9%	Reduced	Holders
Q1 2026	452,540	$87.0M	1.1%	−26,003−5.4%	Reduced	Holders
Q4 2025	478,543	$72.9M	1.0%	−17,566−3.5%	Reduced	Holders
Q3 2025	496,109	$77.0M	1.0%	−12,042−2.4%	Reduced	Holders
Q2 2025	508,151	$72.8M	1.0%	−6,009−1.2%	Reduced	Holders
Q1 2025	514,160	$86.0M	1.3%	−20,240−3.8%	Reduced	Holders
Q4 2024	534,400	$77.4M	1.1%	−7,378−1.4%	Reduced	Holders
Q3 2024	541,778	$79.8M	1.1%	−3,899−0.7%	Reduced	Holders
Q2 2024	545,677	$85.4M	1.3%	+22,632+4.3%	Added	Holders
Q1 2024	523,045	$82.5M	1.3%	+69,035+15.2%	Added	Holders
Q4 2023	454,010	$68.0M	1.1%	+178,170+64.6%	Added	Holders
Q3 2023	275,840	$46.5M	0.8%	+71,609+35.1%	Added	Holders
Q2 2023	204,231	$32.1M	0.6%	+135,947+199.1%	Added	Holders
Q1 2023	68,284	$11.1M	0.2%	−1,797−2.6%	Reduced	Holders
Q4 2022	70,081	$12.6M	0.3%	+4,896+7.5%	Added	Holders
Q3 2022	65,185	$9.37M	0.2%	+274+0.4%	Added	Holders
Q2 2022	64,911	$9.40M	0.2%	−4,291−6.2%	Reduced	Holders
Q1 2022	69,202	$11.3M	0.2%	−222−0.3%	Reduced	Holders
Q4 2021	69,424	$8.15M	0.1%	−3,544−4.9%	Reduced	Holders
Q3 2021	72,968	$7.40M	0.1%	−3,843−5.0%	Reduced	Holders
Q2 2021	76,811	$8.05M	0.2%	−1,597−2.0%	Reduced	Holders
Q1 2021	78,408	$8.22M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.