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B. Riley Wealth Advisors, Inc.: CVX position timeline

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

B. Riley Wealth Advisors, Inc. held 32,920 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 32,920 shares
    Change vs previous 13F +6,627 shares

    0.27% of the 13F portfolio, value $6,722,582.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,293 shares
    Change vs previous 13F -620 shares

    0.24% of the 13F portfolio, value $4,429,554.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    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 26,913 shares
    Change vs previous 13F -3,623 shares

    0.37% of the 13F portfolio, value $5,670,915.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    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 30,536 shares
    Change vs previous 13F -1,833 shares

    0.22% of the 13F portfolio, value $4,653,962.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    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 32,369 shares
    Change vs previous 13F -1,149 shares

    0.24% of the 13F portfolio, value $5,026,609.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    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 33,518 shares
    Change vs previous 13F -58,275 shares

    0.23% of the 13F portfolio, value $4,799,416.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    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 91,793 shares
    Change vs previous 13F +10,223 shares

    0.47% of the 13F portfolio, value $15,356,090.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    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 81,570 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $11,814,610.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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