SIMA Wealth Partners, LLC

SEC CIK: 0002135539
Latest filing: Jul 28, 2026

SEC filings (opens in a new tab)

CVX holding history

Chevron Corp in every 13F filed by SIMA Wealth Partners, 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 (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of CVX by SIMA Wealth Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q3 2025	7	$1.09K	<0.1%	+7	New	Holders
Q3 2024	0	$0	0.0%	−7−100.0%	Sold out	Holders
Q2 2024	7	$1.09K	<0.1%	–	No prior filing	Holders