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Disclosery

Annex Advisory Services, LLC: CVX position timeline

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

Annex Advisory Services, LLC held 142,201 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,201 shares
    Change vs previous 13F -2,408 shares

    0.4% of the 13F portfolio, value $23,571,244.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, 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 144,609 shares
    Change vs previous 13F +1,437 shares

    0.56% of the 13F portfolio, value $29,919,429.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, 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 143,172 shares
    Change vs previous 13F -62,533 shares

    0.42% of the 13F portfolio, value $21,820,804.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, 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 205,705 shares
    Change vs previous 13F +8,589 shares

    0.68% of the 13F portfolio, value $31,943,907.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, 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 197,116 shares
    Change vs previous 13F +17,634 shares

    0.68% of the 13F portfolio, value $28,225,029.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, 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 179,482 shares
    Change vs previous 13F +17,142 shares

    0.85% of the 13F portfolio, value $30,025,580.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, 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 162,340 shares
    Change vs previous 13F +25,885 shares

    0.71% of the 13F portfolio, value $23,513,292.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    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 136,455 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $20,095,740.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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