Skip to content
Disclosery

Capital Advantage, Inc.: CVX position timeline

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

Capital Advantage, Inc. held 19,037 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,037 shares
    Change vs previous 13F -842 shares

    0.38% of the 13F portfolio, value $3,155,590.

    13F-HR 0002085853-26-000699 filed by Capital Advantage, Inc.
    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 19,879 shares
    Change vs previous 13F -3,810 shares

    0.54% of the 13F portfolio, value $4,112,954.

    13F-HR 0002085853-26-000344 filed by Capital Advantage, Inc.
    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 23,689 shares
    Change vs previous 13F -409 shares

    0.49% of the 13F portfolio, value $3,610,418.

    13F-HR 0002085853-26-000016 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,098 shares
    Change vs previous 13F +279 shares

    0.56% of the 13F portfolio, value $3,742,246.

    13F-HR 0002085853-25-000139 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 23,819 shares
    Change vs previous 13F +12,995 shares

    0.54% of the 13F portfolio, value $3,410,687.

    13F-HR 0001667731-25-000784 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,824 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,567,760.

    13F-HR 0001667731-25-000396 filed by Capital Advantage, Inc.
    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 10,824 shares
    Change vs previous 13F -44 shares

    0.29% of the 13F portfolio, value $1,567,760.

    13F-HR 0001667731-25-000261 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,868 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,600,487.

    13F-HR 0001628896-24-000006 filed by Capital Advantage, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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