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Accordant Advisory Group Inc: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accordant Advisory Group Inc on CVX, newest first. How the timeline and the estimate are built.

Accordant Advisory Group Inc held 671 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 671 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $111,225.

    13F-HR 0002013499-26-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 671 shares
    Change vs previous 13F +300 shares

    0.09% of the 13F portfolio, value $138,830.

    13F-HR 0002013499-26-000002 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 371 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $56,545.

    13F-HR 0002013499-26-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 368 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $57,147.

    13F-HR 0002013499-25-000009 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 368 shares
    Change vs previous 13F -14,426 shares

    0.04% of the 13F portfolio, value $52,694.

    13F-HR 0002013499-25-000007 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 14,794 shares
    Change vs previous 13F -376 shares

    2.42% of the 13F portfolio, value $2,474,889.

    13F-HR/A 0002013499-25-000003 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 15,170 shares
    Change vs previous 13F -81 shares

    2.12% of the 13F portfolio, value $2,197,223.

    13F-HR 0002013499-25-000001 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,251 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $2,246,015.

    13F-HR 0002013499-24-000004 filed by Accordant Advisory Group Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).