Excelsior Advisor Network LLC

SEC CIK: 0002110679
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Excelsior Advisor Network LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 32,539
Value: $5.39M
% of portfolio: 0.7%
Quarters held: 3; Since Q4 2025

Holdings of CVX by Excelsior Advisor Network LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	32,539	$5.39M	0.7%	+14,107+76.5%	Added	Holders
Q1 2026	18,432	$3.81M	1.5%	+1,635+9.7%	Added	Holders
Q4 2025	16,797	$2.56M	1.2%	–	No prior filing	Holders