Pacific Excel Wealth Advisors, Inc.

SEC CIK: 0002110884
Latest filing: Jul 6, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by Pacific Excel Wealth Advisors, Inc., 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): 2,001
Value: $331.7K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of CVX by Pacific Excel Wealth Advisors, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,001	$331.7K	0.1%	−11,406−85.1%	Reduced	Holders
Q1 2026	13,407	$2.77M	2.9%	+6,456+92.9%	Added	Holders
Q4 2025	6,951	$1.06M	2.0%	–	No prior filing	Holders