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Ehrlich Financial Group

SEC CIK
0002010632
Latest filing
Jul 9, 2026

CVX holding history

Chevron Corp in every 13F filed by Ehrlich Financial Group, 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)
1,263
Value
$209.4K
% of portfolio
0.1%
Quarters held
3
Since Q1 2025
Holdings of CVX by Ehrlich Financial Group, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,263$209.4K0.1%+10+0.8%AddedHolders
Q1 20261,253$259.3K0.1%+1,253NewHolders
Q2 20250$00.0%−1,263−100.0%Sold outHolders
Q1 20251,263$211.3K0.2%+1,263NewHolders