Skip to content
Disclosery

Avior Wealth Management, LLC: CVX position timeline

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

Avior Wealth Management, LLC held 24,085 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,085 shares
    Change vs previous 13F +390 shares

    0.1% of the 13F portfolio, value $3,992,396.

    13F-HR 0001754960-26-000402 filed by Avior Wealth Management, LLC
    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 23,695 shares
    Change vs previous 13F +2,503 shares

    0.14% of the 13F portfolio, value $4,902,493.

    13F-HR 0001754960-26-000212 filed by Avior 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 ended2025-12-31
    13F 21,192 shares
    Change vs previous 13F -195 shares

    0.1% of the 13F portfolio, value $3,229,810.

    13F-HR 0001754960-26-000005 filed by Avior 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 ended2025-09-30
    13F 21,387 shares
    Change vs previous 13F +2,349 shares

    0.11% of the 13F portfolio, value $3,321,148.

    13F-HR 0001754960-25-000798 filed by Avior 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 ended2025-06-30
    13F 19,038 shares
    Change vs previous 13F -5,976 shares

    0.09% of the 13F portfolio, value $2,726,039.

    13F-HR 0001754960-25-000419 filed by Avior 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 ended2025-03-31
    13F 25,014 shares
    Change vs previous 13F -1,548 shares

    0.16% of the 13F portfolio, value $4,184,592.

    13F-HR 0001754960-25-000218 filed by Avior Wealth Management, LLC
    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 26,562 shares
    Change vs previous 13F -555 shares

    0.14% of the 13F portfolio, value $3,847,286.

    13F-HR 0001599868-25-000001 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 27,117 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,993,623.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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