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Capital Advisors Wealth Management, LLC: CVX position timeline

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

Capital Advisors Wealth Management, LLC held 10,957 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,957 shares
    Change vs previous 13F +167 shares

    0.25% of the 13F portfolio, value $2,237,591.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,790 shares
    Change vs previous 13F +303 shares

    0.21% of the 13F portfolio, value $1,788,542.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 10,487 shares
    Change vs previous 13F +608 shares

    0.29% of the 13F portfolio, value $2,169,829.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 9,879 shares
    Change vs previous 13F -162 shares

    0.21% of the 13F portfolio, value $1,505,658.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 10,041 shares
    Change vs previous 13F +172 shares

    0.22% of the 13F portfolio, value $1,559,318.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 9,869 shares
    Change vs previous 13F -688 shares

    0.22% of the 13F portfolio, value $1,413,163.

    13F-HR 0001085146-25-005039 filed by Capital Advisors 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 ended2025-03-31
    13F 10,557 shares
    Change vs previous 13F -5,754 shares

    0.31% of the 13F portfolio, value $1,766,093.

    13F-HR 0001085146-25-002324 filed by Capital Advisors 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 ended2024-12-31
    13F 16,311 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $2,362,537.

    13F-HR 0001085146-25-000205 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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