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Disclosery

Centerpoint Advisors, LLC: CVX position timeline

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

Centerpoint Advisors, LLC held 354 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $59,000.

    13F-HR 0001733788-26-000005 filed by Centerpoint Advisors, 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 238 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $49,000.

    13F-HR 0001733788-26-000003 filed by Centerpoint Advisors, 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 738 shares
    Change vs previous 13F -201 shares

    0.03% of the 13F portfolio, value $112,000.

    13F-HR 0001733788-26-000001 filed by Centerpoint Advisors, 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 939 shares
    Change vs previous 13F +141 shares

    0.05% of the 13F portfolio, value $146,000.

    13F-HR 0001733788-25-000006 filed by Centerpoint Advisors, 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 798 shares
    Change vs previous 13F +25 shares

    0.04% of the 13F portfolio, value $114,000.

    13F-HR 0001733788-25-000004 filed by Centerpoint Advisors, 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 773 shares
    Change vs previous 13F -528 shares

    0.05% of the 13F portfolio, value $129,000.

    13F-HR 0001733788-25-000003 filed by Centerpoint Advisors, 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 1,301 shares
    Change vs previous 13F -240 shares

    0.07% of the 13F portfolio, value $188,000.

    13F-HR 0001733788-25-000001 filed by Centerpoint Advisors, 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 1,541 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $227,000.

    13F-HR 0001733788-24-000007 filed by Centerpoint Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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