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Aptus Capital Advisors, LLC: CVX position timeline

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

Aptus Capital Advisors, LLC held 158,001 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,001 shares
    Change vs previous 13F +5,153 shares

    0.19% of the 13F portfolio, value $26,190,206.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 152,848 shares
    Change vs previous 13F +89,036 shares

    0.27% of the 13F portfolio, value $31,624,201.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 63,812 shares
    Change vs previous 13F +4,804 shares

    0.08% of the 13F portfolio, value $9,725,552.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 59,008 shares
    Change vs previous 13F -2,821 shares

    0.08% of the 13F portfolio, value $9,163,427.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 61,829 shares
    Change vs previous 13F -241,875 shares

    0.09% of the 13F portfolio, value $8,853,285.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 303,704 shares
    Change vs previous 13F +227,148 shares

    0.58% of the 13F portfolio, value $50,806,699.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 76,556 shares
    Change vs previous 13F +22,783 shares

    0.13% of the 13F portfolio, value $11,088,365.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 53,773 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $7,919,148.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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