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Disclosery

Apriem Advisors: CVX position timeline

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

Apriem Advisors held 9,999 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 9,999 shares
    Change vs previous 13F -2,914 shares

    0.14% of the 13F portfolio, value $1,657,502.

    13F-HR 0001172661-26-003521 filed by Apriem Advisors
    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 12,913 shares
    Change vs previous 13F -276 shares

    0.25% of the 13F portfolio, value $2,671,706.

    13F-HR 0001172661-26-002007 filed by Apriem Advisors
    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 13,189 shares
    Change vs previous 13F -446 shares

    0.18% of the 13F portfolio, value $2,010,107.

    13F-HR 0001172661-26-000785 filed by Apriem Advisors
    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 13,635 shares
    Change vs previous 13F +145 shares

    0.2% of the 13F portfolio, value $2,117,346.

    13F-HR 0001172661-25-004676 filed by Apriem Advisors
    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 13,490 shares
    Change vs previous 13F +308 shares

    0.21% of the 13F portfolio, value $1,931,691.

    13F-HR 0001172661-25-003301 filed by Apriem Advisors
    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 13,182 shares
    Change vs previous 13F -397 shares

    0.26% of the 13F portfolio, value $2,205,297.

    13F-HR 0001172661-25-002047 filed by Apriem Advisors
    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 13,579 shares
    Change vs previous 13F +3,560 shares

    0.23% of the 13F portfolio, value $1,966,754.

    13F-HR 0001172661-25-000495 filed by Apriem Advisors
    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 10,019 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,475,510.

    13F-HR 0001172661-24-004892 filed by Apriem Advisors
    Filed (acceptance time not in the bulk data set), ingested

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