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LeConte Wealth Management, LLC

SEC CIK
0002060443
Latest filing
Aug 7, 2026

CVX holding history

Chevron Corp in every 13F filed by LeConte 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)
4,112
Value
$681.6K
% of portfolio
0.4%
Quarters held
6
Since Q1 2025
Holdings of CVX by LeConte Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,112$681.6K0.4%−121−2.9%ReducedHolders
Q1 20264,233$875.8K0.6%+80+1.9%AddedHolders
Q4 20254,153$633.0K0.4%−9−0.2%ReducedHolders
Q3 20254,162$646.3K0.4%+1,887+82.9%AddedHolders
Q2 20252,275$325.8K0.2%+526+30.1%AddedHolders
Q1 20251,749$292.6K0.2%–No prior filingHolders