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Arkadios Wealth Advisors: CVX position timeline

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

Arkadios Wealth Advisors held 150,387 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,387 shares
    Change vs previous 13F -4,790 shares

    0.38% of the 13F portfolio, value $24,928,147.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth 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 155,177 shares
    Change vs previous 13F +6,254 shares

    0.53% of the 13F portfolio, value $32,106,116.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth 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 148,923 shares
    Change vs previous 13F +23,845 shares

    0.45% of the 13F portfolio, value $22,697,262.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth 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 125,078 shares
    Change vs previous 13F +11,547 shares

    0.48% of the 13F portfolio, value $19,423,471.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth 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 113,531 shares
    Change vs previous 13F +9,486 shares

    0.49% of the 13F portfolio, value $16,256,498.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth 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 104,045 shares
    Change vs previous 13F +22,631 shares

    0.66% of the 13F portfolio, value $17,405,604.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth 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 81,414 shares
    Change vs previous 13F +2,445 shares

    0.64% of the 13F portfolio, value $11,791,932.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth 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 78,969 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $11,629,706.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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