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Capital Asset Advisory Services LLC: CVX position timeline

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

Capital Asset Advisory Services LLC held 33,066 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,066 shares
    Change vs previous 13F +1,545 shares

    0.2% of the 13F portfolio, value $5,481,081.

    13F-HR 0001941040-26-000611 filed by Capital Asset Advisory Services LLC
    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 31,521 shares
    Change vs previous 13F +1,484 shares

    0.22% of the 13F portfolio, value $5,776,260.

    13F-HR 0001941040-26-000267 filed by Capital Asset Advisory Services LLC
    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 30,037 shares
    Change vs previous 13F +895 shares

    0.19% of the 13F portfolio, value $4,702,021.

    13F-HR 0001941040-26-000010 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,142 shares
    Change vs previous 13F +1,509 shares

    0.2% of the 13F portfolio, value $4,525,432.

    13F-HR 0001941040-25-000533 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 27,633 shares
    Change vs previous 13F +909 shares

    0.19% of the 13F portfolio, value $4,022,518.

    13F-HR 0001941040-25-000332 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 26,724 shares
    Change vs previous 13F +1,075 shares

    0.23% of the 13F portfolio, value $4,448,763.

    13F-HR 0001941040-25-000196 filed by Capital Asset Advisory Services LLC
    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 25,649 shares
    Change vs previous 13F +1,016 shares

    0.19% of the 13F portfolio, value $3,792,244.

    13F-HR 0001398344-25-000896 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 24,633 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,664,111.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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