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Disclosery

Cape Investment Advisory, Inc.: CVX position timeline

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

Cape Investment Advisory, Inc. held 19,280 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 19,280 shares
    Change vs previous 13F +343 shares

    1.01% of the 13F portfolio, value $3,937,091.

    13F-HR 0001944437-26-000005 filed by Cape Investment Advisory, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 18,937 shares
    Change vs previous 13F -1,235 shares

    0.84% of the 13F portfolio, value $3,139,053.

    13F-HR 0001944437-26-000004 filed by Cape Investment Advisory, 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 20,172 shares
    Change vs previous 13F -1,523 shares

    1.39% of the 13F portfolio, value $4,173,637.

    13F-HR 0001944437-26-000002 filed by Cape Investment Advisory, 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 21,695 shares
    Change vs previous 13F +21,505 shares

    1.02% of the 13F portfolio, value $3,306,473.

    13F-HR 0001944437-26-000001 filed by Cape Investment Advisory, 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 190 shares
    Change vs previous 13F -20,130 shares

    0.03% of the 13F portfolio, value $29,510.

    13F-HR 0001944437-25-000006 filed by Cape Investment Advisory, 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 20,320 shares
    Change vs previous 13F +538 shares

    1.06% of the 13F portfolio, value $2,909,657.

    13F-HR 0001944437-25-000005 filed by Cape Investment Advisory, 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 19,782 shares
    Change vs previous 13F -2,350 shares

    1.32% of the 13F portfolio, value $3,309,280.

    13F-HR 0001944437-25-000002 filed by Cape Investment Advisory, 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 22,132 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $3,205,604.

    13F-HR 0001944437-25-000001 filed by Cape Investment Advisory, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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