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Carrera Capital Advisors: CVX position timeline

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

Carrera Capital Advisors held 23,044 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,044 shares
    Change vs previous 13F +334 shares

    0.57% of the 13F portfolio, value $3,819,795.

    13F-HR 0002035329-26-000004 filed by Carrera Capital 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 22,710 shares
    Change vs previous 13F +17,701 shares

    0.72% of the 13F portfolio, value $4,698,757.

    13F-HR 0002035329-26-000002 filed by Carrera Capital 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 5,009 shares
    Change vs previous 13F +367 shares

    0.13% of the 13F portfolio, value $763,351.

    13F-HR 0002035329-26-000001 filed by Carrera Capital 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 4,642 shares
    Change vs previous 13F +226 shares

    0.13% of the 13F portfolio, value $720,784.

    13F-HR 0002035329-25-000007 filed by Carrera Capital 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 4,416 shares
    Change vs previous 13F -652 shares

    0.13% of the 13F portfolio, value $632,310.

    13F-HR 0002035329-25-000004 filed by Carrera Capital 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 5,068 shares
    Change vs previous 13F +2,535 shares

    0.19% of the 13F portfolio, value $847,907.

    13F-HR 0002035329-25-000002 filed by Carrera Capital 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 2,533 shares
    Change vs previous 13F +851 shares

    0.09% of the 13F portfolio, value $366,836.

    13F-HR 0002035329-25-000001 filed by Carrera Capital 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 1,682 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $247,666.

    13F-HR 0002035329-24-000003 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

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