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Livermore
Livermore
ZHEN

Partnership Wealth Management, LLC

SEC CIK
0002010656
Latest filing
Jul 10, 2026

CVX holding history

Chevron Corp in every 13F filed by Partnership 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)
5,800
Value
$961.4K
% of portfolio
0.6%
Quarters held
11
Since Q4 2023
Holdings of CVX by Partnership Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,800$961.4K0.6%00.0%UnchangedHolders
Q1 20265,800$1.20M0.9%00.0%UnchangedHolders
Q4 20255,800$884.0K0.6%00.0%UnchangedHolders
Q3 20255,800$900.7K0.7%00.0%UnchangedHolders
Q2 20255,800$830.5K0.7%00.0%UnchangedHolders
Q1 20255,800$970.3K0.8%00.0%UnchangedHolders
Q4 20245,800$840.1K0.7%−100−1.7%ReducedHolders
Q3 20245,900$868.9K0.6%00.0%UnchangedHolders
Q2 20245,900$922.9K0.7%00.0%UnchangedHolders
Q1 20245,900$930.7K0.7%00.0%UnchangedHolders
Q4 20235,900$869.8K0.7%–No prior filingHolders