Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: CVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on CVE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 39,644 CVE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,644 shares
    Change vs previous 13F -42,024 shares

    <0.01% of the 13F portfolio, value $983,558.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 81,668 shares
    Change vs previous 13F +17,853 shares

    <0.01% of the 13F portfolio, value $2,166,642.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 63,815 shares
    Change vs previous 13F +42,880 shares

    <0.01% of the 13F portfolio, value $1,079,743.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,935 shares
    Change vs previous 13F -3,287 shares

    <0.01% of the 13F portfolio, value $355,686.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 24,222 shares
    Change vs previous 13F +2,479 shares

    <0.01% of the 13F portfolio, value $329,419.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 21,743 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $302,452.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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