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Disclosery

Claro Advisors Inc.: CVX position timeline

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

Claro Advisors Inc. held 7,790 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,790 shares
    Change vs previous 13F +1,167 shares

    0.14% of the 13F portfolio, value $1,291,230.

    13F-HR 0001951757-26-001082 filed by Claro Advisors Inc.
    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 6,623 shares
    Change vs previous 13F +1,075 shares

    0.17% of the 13F portfolio, value $1,370,283.

    13F-HR 0001951757-26-000657 filed by Claro Advisors Inc.
    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 5,548 shares
    Change vs previous 13F +6 shares

    0.12% of the 13F portfolio, value $845,526.

    13F-HR 0001951757-26-000472 filed by Claro Advisors Inc.
    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 5,542 shares
    Change vs previous 13F +250 shares

    0.13% of the 13F portfolio, value $860,654.

    13F-HR 0001951757-25-001396 filed by Claro Advisors Inc.
    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 5,292 shares
    Change vs previous 13F -4,359 shares

    0.13% of the 13F portfolio, value $757,759.

    13F-HR 0001951757-25-001033 filed by Claro Advisors Inc.
    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 9,651 shares
    Change vs previous 13F -64 shares

    0.22% of the 13F portfolio, value $1,614,590.

    13F-HR 0001951757-25-000537 filed by Claro Advisors Inc.
    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 9,715 shares
    Change vs previous 13F -1,425 shares

    0.19% of the 13F portfolio, value $1,407,090.

    13F-HR 0001951757-25-000003 filed by Claro Advisors Inc.
    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/A 11,140 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,640,624.

    13F-HR/A 0001951757-24-001183 filed by Claro Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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