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Atria Investments, Inc: CVX position timeline

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

Atria Investments, Inc held 233,447 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 233,447 shares
    Change vs previous 13F -6,787 shares

    0.39% of the 13F portfolio, value $38,696,247.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 240,234 shares
    Change vs previous 13F +16,213 shares

    0.56% of the 13F portfolio, value $49,704,348.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 224,021 shares
    Change vs previous 13F -2,480 shares

    0.39% of the 13F portfolio, value $34,143,097.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 226,501 shares
    Change vs previous 13F +4,211 shares

    0.4% of the 13F portfolio, value $35,173,288.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 222,290 shares
    Change vs previous 13F -2,529 shares

    0.38% of the 13F portfolio, value $31,829,720.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 224,819 shares
    Change vs previous 13F +9,821 shares

    0.48% of the 13F portfolio, value $37,609,995.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    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 214,998 shares
    Change vs previous 13F -302 shares

    0.39% of the 13F portfolio, value $31,140,318.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    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 215,300 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $31,707,278.

    13F-HR 0001535865-24-000019 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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