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AVAII WEALTH MANAGEMENT, LLC: CVX position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 2,443 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,443 shares
    Change vs previous 13F -441 shares

    0.15% of the 13F portfolio, value $504,999.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,884 shares
    Change vs previous 13F +764 shares

    0.14% of the 13F portfolio, value $477,976.

    13F-HR 0001951757-26-001196 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,120 shares
    Change vs previous 13F -43,372 shares

    0.15% of the 13F portfolio, value $438,545.

    13F-HR 0001951757-26-000654 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 45,492 shares
    Change vs previous 13F +533 shares

    2.51% of the 13F portfolio, value $6,933,364.

    13F-HR 0001951757-26-000068 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 44,959 shares
    Change vs previous 13F +42,774 shares

    2.66% of the 13F portfolio, value $6,981,746.

    13F-HR 0001951757-25-001183 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,185 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $312,870.

    13F-HR 0001951757-25-000828 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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