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Livermore
Livermore
ZHEN

Ledgewood Wealth Advisors, LLC

SEC CIK
0002064043
Latest filing
Jul 8, 2026

CVX holding history

Chevron Corp in every 13F filed by Ledgewood Wealth Advisors, 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)
3,437
Value
$569.7K
% of portfolio
0.3%
Quarters held
11
Since Q4 2023
Holdings of CVX by Ledgewood Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,437$569.7K0.3%00.0%UnchangedHolders
Q1 20263,437$711.1K0.4%00.0%UnchangedHolders
Q4 20253,437$523.8K0.3%00.0%UnchangedHolders
Q3 20253,437$533.7K0.3%+469+15.8%AddedHolders
Q2 20252,968$425.0K0.3%00.0%UnchangedHolders
Q1 20252,968$496.5K0.3%00.0%UnchangedHolders
Q4 20242,968$429.9K0.3%00.0%UnchangedHolders
Q3 20242,968$437.1K0.3%00.0%UnchangedHolders
Q2 20242,968$464.3K0.4%00.0%UnchangedHolders
Q1 20242,968$468.2K0.4%00.0%UnchangedHolders
Q4 20232,968$442.7K0.4%–No prior filingHolders