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Disclosery

Allworth Financial LP: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allworth Financial LP on CVX, newest first. How the timeline and the estimate are built.

Allworth Financial LP held 367,543 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 367,543 shares
    Change vs previous 13F -63,089 shares

    0.26% of the 13F portfolio, value $60,923,900.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 430,632 shares
    Change vs previous 13F -3,506 shares

    0.36% of the 13F portfolio, value $89,097,780.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 434,138 shares
    Change vs previous 13F +35,735 shares

    0.27% of the 13F portfolio, value $66,167,012.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 398,403 shares
    Change vs previous 13F +13,272 shares

    0.27% of the 13F portfolio, value $61,867,953.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 385,131 shares
    Change vs previous 13F +37,331 shares

    0.26% of the 13F portfolio, value $55,146,871.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 347,800 shares
    Change vs previous 13F +7,932 shares

    0.27% of the 13F portfolio, value $48,368,581.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 339,868 shares
    Change vs previous 13F +80,428 shares

    0.29% of the 13F portfolio, value $53,158,812.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 259,440 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $38,207,696.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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