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Avidian Wealth Enterprises, LLC: CVX position timeline

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

Avidian Wealth Enterprises, LLC held 72,741 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 72,741 shares
    Change vs previous 13F -4,691 shares

    0.41% of the 13F portfolio, value $14,854,466.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 77,432 shares
    Change vs previous 13F +5,129 shares

    0.36% of the 13F portfolio, value $12,835,199.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, 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 72,303 shares
    Change vs previous 13F +21,611 shares

    0.47% of the 13F portfolio, value $14,959,551.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, 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 50,692 shares
    Change vs previous 13F +3,894 shares

    0.28% of the 13F portfolio, value $7,725,919.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, 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 46,798 shares
    Change vs previous 13F +4,488 shares

    0.27% of the 13F portfolio, value $7,267,269.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, 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 42,310 shares
    Change vs previous 13F -511 shares

    0.25% of the 13F portfolio, value $6,058,364.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 42,821 shares
    Change vs previous 13F +1,259 shares

    0.32% of the 13F portfolio, value $7,163,477.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 41,562 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,019,879.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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