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Disclosery

Apella Capital, LLC: CVX position timeline

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

Apella Capital, LLC held 24,830 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,830 shares
    Change vs previous 13F +2,303 shares

    0.06% of the 13F portfolio, value $5,093,801.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,527 shares
    Change vs previous 13F +233 shares

    0.06% of the 13F portfolio, value $3,919,968.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,294 shares
    Change vs previous 13F +5,055 shares

    0.06% of the 13F portfolio, value $4,101,798.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,239 shares
    Change vs previous 13F +1,014 shares

    0.05% of the 13F portfolio, value $2,627,343.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,225 shares
    Change vs previous 13F +1,545 shares

    0.05% of the 13F portfolio, value $2,461,507.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 14,680 shares
    Change vs previous 13F +4,203 shares

    0.06% of the 13F portfolio, value $2,163,897.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,477 shares
    Change vs previous 13F +1,859 shares

    0.05% of the 13F portfolio, value $1,529,906.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,618 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,248,242.

    13F-HR 0001801507-25-000001 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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