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Processus Wealth & Capital Management, LLC

SEC CIK
0002014209
Latest filing
Jul 15, 2026

CVX holding history

Chevron Corp in every 13F filed by Processus Wealth & Capital 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)
11,444
Value
$1.90M
% of portfolio
1.1%
Quarters held
11
Since Q4 2023
Holdings of CVX by Processus Wealth & Capital Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,444$1.90M1.1%−612−5.1%ReducedHolders
Q1 202612,056$2.49M1.7%+528+4.6%AddedHolders
Q4 202511,528$1.76M1.2%+462+4.2%AddedHolders
Q3 202511,066$1.72M1.2%+1,281+13.1%AddedHolders
Q2 20259,785$1.40M1.1%+813+9.1%AddedHolders
Q1 20258,972$1.50M1.3%+168+1.9%AddedHolders
Q4 20248,804$1.28M1.0%+77+0.9%AddedHolders
Q3 20248,727$1.29M1.1%−206−2.3%ReducedHolders
Q2 20248,933$1.40M1.2%+214+2.5%AddedHolders
Q1 20248,719$1.38M1.2%+715+8.9%AddedHolders
Q4 20238,004$1.19M1.2%–No prior filingHolders