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Atria Wealth Solutions, Inc.: CVX position timeline

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

Atria Wealth Solutions, Inc. held 74,867 CVX shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 74,867 shares
    Change vs previous 13F -65,355 shares

    0.24% of the 13F portfolio, value $10,800,813.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 140,222 shares
    Change vs previous 13F -29,414 shares

    0.28% of the 13F portfolio, value $23,457,689.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 169,636 shares
    Change vs previous 13F +12,285 shares

    0.27% of the 13F portfolio, value $24,570,210.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 157,351 shares
    Change vs previous 13F -12,123 shares

    0.25% of the 13F portfolio, value $23,173,133.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 169,474 shares
    Change vs previous 13F -17,347 shares

    0.29% of the 13F portfolio, value $26,509,081.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 186,821 shares
    Change vs previous 13F +9,474 shares

    0.33% of the 13F portfolio, value $29,468,968.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 177,347 shares
    Change vs previous 13F +856 shares

    0.33% of the 13F portfolio, value $26,453,059.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 176,491 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $29,759,906.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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