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AVANTAX ADVISORY SERVICES, INC.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on CVX, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 306,855 CVX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 306,855 shares
    Change vs previous 13F +47,502 shares

    0.24% of the 13F portfolio, value $43,938,564.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 259,353 shares
    Change vs previous 13F +36,767 shares

    0.26% of the 13F portfolio, value $43,387,110.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 222,586 shares
    Change vs previous 13F -25,667 shares

    0.2% of the 13F portfolio, value $32,239,321.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 248,253 shares
    Change vs previous 13F -860 shares

    0.24% of the 13F portfolio, value $36,560,169.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 249,113 shares
    Change vs previous 13F +106,421 shares

    0.28% of the 13F portfolio, value $38,966,188.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 142,692 shares
    Change vs previous 13F -15,330 shares

    0.2% of the 13F portfolio, value $22,508,308.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 158,022 shares
    Change vs previous 13F -11,891 shares

    0.23% of the 13F portfolio, value $23,570,546.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 169,913 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $28,650,801.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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