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CAPTRUST FINANCIAL ADVISORS: CVX position timeline

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

CAPTRUST FINANCIAL ADVISORS held 1,569,921 CVX 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 1,569,921 shares
    Change vs previous 13F +8,591 shares

    0.4% of the 13F portfolio, value $260,230,022.

    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 1,561,330 shares
    Change vs previous 13F +190,320 shares

    0.57% of the 13F portfolio, value $323,058,323.

    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 1,371,010 shares
    Change vs previous 13F +47,909 shares

    0.4% of the 13F portfolio, value $208,955,664.

    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 1,323,101 shares
    Change vs previous 13F +65,267 shares

    0.42% of the 13F portfolio, value $205,464,413.

    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 1,257,834 shares
    Change vs previous 13F +21,874 shares

    0.4% of the 13F portfolio, value $180,109,245.

    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 1,235,960 shares
    Change vs previous 13F +77,452 shares

    0.52% of the 13F portfolio, value $206,763,692.

    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).

  7. period ended2024-12-31
    13F 1,158,508 shares
    Change vs previous 13F +74,495 shares

    0.48% of the 13F portfolio, value $167,798,303.

    13F-HR 0001062993-25-002458 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).

  8. period ended2024-09-30
    13F 1,084,013 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $159,642,599.

    13F-HR 0001062993-24-019125 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).