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Advyzon Investment Management, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advyzon Investment Management, LLC on CVX, newest first. How the timeline and the estimate are built.

Advyzon Investment Management, LLC held 19,009 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,009 shares
    Change vs previous 13F +2,085 shares

    0.23% of the 13F portfolio, value $3,150,819.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment Management, LLC
    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 16,924 shares
    Change vs previous 13F +3,145 shares

    0.31% of the 13F portfolio, value $3,501,535.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment Management, LLC
    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 13,779 shares
    Change vs previous 13F +6,229 shares

    0.24% of the 13F portfolio, value $2,100,049.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment Management, LLC
    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 7,550 shares
    Change vs previous 13F +2,862 shares

    0.2% of the 13F portfolio, value $1,172,476.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment Management, LLC
    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 4,688 shares
    Change vs previous 13F +1,003 shares

    0.15% of the 13F portfolio, value $671,241.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment Management, LLC
    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 3,685 shares
    Change vs previous 13F -62 shares

    0.22% of the 13F portfolio, value $616,430.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment Management, LLC
    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 3,747 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $542,715.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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