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ADG Wealth Management Group, LLC

SEC CIK
0002053824
Latest filing
Jul 27, 2026

CVX holding history

Chevron Corp in every 13F filed by ADG Wealth Management 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 (Q2 2026)
8,111
Value
$1.34M
% of portfolio
0.9%
Quarters held
7
Since Q4 2024
Holdings of CVX by ADG Wealth Management Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,111$1.34M0.9%−10.0%ReducedHolders
Q1 20268,112$1.68M1.2%00.0%UnchangedHolders
Q4 20258,112$1.24M0.9%−739−8.3%ReducedHolders
Q3 20258,851$1.37M1.1%00.0%UnchangedHolders
Q2 20258,851$1.27M1.1%00.0%UnchangedHolders
Q1 20258,851$1.48M1.4%−224−2.5%ReducedHolders
Q4 20249,075$1.31M1.2%–No prior filingHolders