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Cerro Pacific Wealth Advisors LLC: CVX position timeline

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

Cerro Pacific Wealth Advisors LLC held 32,755 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,755 shares
    Change vs previous 13F +120 shares

    1.23% of the 13F portfolio, value $5,429,429.

    13F-HR 0002085853-26-000740 filed by Cerro Pacific Wealth 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 32,635 shares
    Change vs previous 13F +1,182 shares

    1.77% of the 13F portfolio, value $6,752,239.

    13F-HR 0002085853-26-000358 filed by Cerro Pacific Wealth 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 31,453 shares
    Change vs previous 13F +6,975 shares

    1.29% of the 13F portfolio, value $4,793,754.

    13F-HR 0002085853-26-000164 filed by Cerro Pacific Wealth 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 24,478 shares
    Change vs previous 13F -405 shares

    1.04% of the 13F portfolio, value $3,801,208.

    13F-HR 0002085853-25-000178 filed by Cerro Pacific Wealth 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 24,883 shares
    Change vs previous 13F -2,741 shares

    0.99% of the 13F portfolio, value $3,563,061.

    13F-HR 0001667731-25-000960 filed by Cerro Pacific Wealth 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 27,624 shares
    Change vs previous 13F -5,937 shares

    1.3% of the 13F portfolio, value $4,000,966.

    13F-HR 0001667731-25-000386 filed by Cerro Pacific Wealth 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 33,561 shares
    Change vs previous 13F -51 shares

    1.64% of the 13F portfolio, value $4,942,382.

    13F-HR 0001667731-25-000046 filed by Cerro Pacific Wealth 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 33,612 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $5,257,557.

    13F-HR 0001842669-24-000003 filed by Cerro Pacific Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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