SEC 13F Intelligence

Cetera Advisors LLC / CVX

Cetera Advisors LLC’s Chevron Corporation Position

Does Cetera Advisors LLC own Chevron Corporation (CVX)? Not currently — the last reported position was 186.9K shares worth $28M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$28M
Q4 2023
Shares
186.9K
% of Portfolio
+0.39%
Quarters Held
21
position exited

Position History CVX

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ3 ’19Q4 ’19: $9MQ1 ’20: $5MQ2 ’20: $7MQ2 ’20Q3 ’20: $6MQ4 ’20: $8MQ1 ’21: $12MQ1 ’21Q2 ’21: $12MQ3 ’21: $13MQ4 ’21: $18MQ4 ’21Q1 ’22: $28MQ2 ’22: $26MQ3 ’22: $26MQ3 ’22Q4 ’22: $32MQ1 ’23: $29MQ2 ’23: $27MQ2 ’23Q3 ’23: $29MQ4 ’23: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023186.9K$28M+0.39%
Q3 2023174.8K$29M+0.46%
Q2 2023170.1K$27M+0.42%
Q1 2023178.5K$29M+0.49%
Q4 2022178.3K$32M+0.58%
Q3 2022182.5K$26M+0.69%
Q2 2022177.0K$26M+0.58%
Q1 2022172.3K$28M+0.56%
Q4 2021157.2K$18M+0.37%
Q3 2021131.6K$13M+0.26%
Q2 2021118.3K$12M+0.29%
Q1 2021115.4K$12M+0.33%
Q4 202092.4K$8M+0.25%
Q3 202088.5K$6M+0.24%
Q2 202079.2K$7M+0.30%
Q1 202071.4K$5M+0.28%
Q4 201976.1K$9M+0.39%
Q3 201977.4K$9M+0.41%
Q2 201974.2K$9M+0.41%
Q1 201966.5K$8M+0.41%
Q4 201863.8K$7M+0.41%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cetera Advisors LLC’s full portfolio or all institutional holders of CVX.