CHEVRON CORP · CUSIP 166764100 · CIK 1965191
As of 2026-06-30, LGT Financial Advisors LLC reported 5.13K CVX (shares), valued at $850.70K, or 4.50% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 0.18%; reported value decreased 19.74%, and weight changed -0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.50% | 5,132 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 5.43% | 5,123 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 5.74% | 6,147 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 2.19% | 6,545 | SEC filing ↗Filed Nov 17, 2025 |
| Q2 2025 | 2.38% | 6,545 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 3.06% | 5,995 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 2.54% | 7,934 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.16% | 5,951 | SEC filing ↗Filed Oct 31, 2024 |
| Q2 2024 | 2.03% | 6,142 | SEC filing ↗Filed Aug 5, 2024 |
| Q1 2024 | 2.35% | 12,835 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 2.33% | 12,796 | SEC filing ↗Filed Feb 12, 2024 |
| Q3 2023 | 2.84% | 13,237 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.84% | 13,237 | $2.23M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 2.33% | 12,796 | $1.91M | Shares decreased 3.33%; reported value decreased 14.49%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 12, 2024 |
| Q1 2024 | 2.35% | 12,835 | $2.02M | Shares increased 0.30%; reported value increased 6.07%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 2.03% | 6,142 | $960.75K | Shares decreased 52.15%; reported value decreased 52.55%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2024 |
| Q3 2024 | 2.16% | 5,951 | $876.33K | Shares decreased 3.11%; reported value decreased 8.79%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2024 |
| Q4 2024 | 2.54% | 7,934 | $1.15M | Shares increased 33.32%; reported value increased 31.12%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 3.06% | 5,995 | $1.00M | Shares decreased 24.44%; reported value decreased 12.73%, and weight changed +0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 2.38% | 6,545 | $937.12K | Shares increased 9.17%; reported value decreased 6.55%, and weight changed -0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 2.19% | 6,545 | $1.02M | Shares unchanged; reported value increased 8.46%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 17, 2025 |
| Q4 2025 | 5.74% | 6,147 | $936.82K | Shares decreased 6.08%; reported value decreased 7.83%, and weight changed +3.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 5.43% | 5,123 | $1.06M | Shares decreased 16.66%; reported value increased 13.15%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 4.50% | 5,132 | $850.70K | Shares increased 0.18%; reported value decreased 19.74%, and weight changed -0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.