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Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

CVX holding history

Chevron Corp in every 13F filed by Vertrix 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)
24,697
Value
$4.09M
% of portfolio
1.4%
Quarters held
2
Since Q1 2026
Holdings of CVX by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202624,697$4.09M1.4%+633+2.6%AddedHolders
Q1 202624,064$4.98M1.8%–No prior filingHolders