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AVISO WEALTH MANAGEMENT: CVX position timeline

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

AVISO WEALTH MANAGEMENT held 21,049 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,049 shares
    Change vs previous 13F -283 shares

    1.19% of the 13F portfolio, value $3,489,157.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 21,332 shares
    Change vs previous 13F +34 shares

    1.99% of the 13F portfolio, value $4,413,648.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 21,298 shares
    Change vs previous 13F +1,367 shares

    1.36% of the 13F portfolio, value $3,246,047.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 19,931 shares
    Change vs previous 13F +1,220 shares

    1.35% of the 13F portfolio, value $3,095,072.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 18,711 shares
    Change vs previous 13F +3,276 shares

    1.25% of the 13F portfolio, value $2,679,203.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 15,435 shares
    Change vs previous 13F +1,561 shares

    1.37% of the 13F portfolio, value $2,582,106.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 13,874 shares
    Change vs previous 13F +7,695 shares

    1.03% of the 13F portfolio, value $2,009,582.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 6,179 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $910,041.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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