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Centerpoint Advisory Group: CVX position timeline

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

Centerpoint Advisory Group held 6,463 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,463 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $1,071,307.

    13F-HR 0002085853-26-000899 filed by Centerpoint Advisory Group
    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 6,463 shares
    Change vs previous 13F +30 shares

    1.01% of the 13F portfolio, value $1,337,195.

    13F-HR 0002085853-26-000522 filed by Centerpoint Advisory Group
    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 6,433 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $980,455.

    13F-HR 0002085853-26-000190 filed by Centerpoint Advisory Group
    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 6,433 shares
    Change vs previous 13F +71 shares

    0.78% of the 13F portfolio, value $998,982.

    13F-HR 0002085853-25-000219 filed by Centerpoint Advisory Group
    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 6,362 shares
    Change vs previous 13F -114 shares

    0.79% of the 13F portfolio, value $910,977.

    13F-HR 0001667731-25-001053 filed by Centerpoint Advisory Group
    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 6,476 shares
    Change vs previous 13F +12 shares

    1.07% of the 13F portfolio, value $1,083,371.

    13F-HR 0001667731-25-000479 filed by Centerpoint Advisory Group
    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 6,464 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $936,246.

    13F-HR 0001667731-25-000186 filed by Centerpoint Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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