TRB Wealth Management, LLC

SEC CIK: 0002130988
Latest filing: Aug 11, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by TRB 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 overview All 13F holders of CVX Full Q2 2026 holdings

Shares (Q2 2026): 7,351
Value: $1.22M
% of portfolio: 0.2%
Quarters held: 2; Since Q1 2026

Holdings of CVX by TRB Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,351	$1.22M	0.2%	−5,611−43.3%	Reduced	Holders
Q1 2026	12,962	$2.68M	0.4%	–	No prior filing	Holders