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Clearstead Advisors, LLC: CVX position timeline

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

Clearstead Advisors, LLC held 174,767 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 174,767 shares
    Change vs previous 13F -15,330 shares

    0.27% of the 13F portfolio, value $28,969,304.

    13F-HR 0000842775-26-000004 filed by Clearstead 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 190,097 shares
    Change vs previous 13F +19,557 shares

    0.36% of the 13F portfolio, value $39,331,079.

    13F-HR 0000842775-26-000003 filed by Clearstead 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 170,540 shares
    Change vs previous 13F +7,764 shares

    0.33% of the 13F portfolio, value $25,991,987.

    13F-HR 0000842775-26-000001 filed by Clearstead 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 162,776 shares
    Change vs previous 13F +6,679 shares

    0.37% of the 13F portfolio, value $25,277,537.

    13F-HR 0000842775-25-000007 filed by Clearstead 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 156,097 shares
    Change vs previous 13F +2,846 shares

    0.31% of the 13F portfolio, value $22,351,642.

    13F-HR 0001708001-25-000003 filed by Clearstead 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 153,251 shares
    Change vs previous 13F +5,404 shares

    0.4% of the 13F portfolio, value $25,637,411.

    13F-HR 0000842775-25-000005 filed by Clearstead 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 147,847 shares
    Change vs previous 13F +804 shares

    0.33% of the 13F portfolio, value $21,414,257.

    13F-HR 0000842775-25-000001 filed by Clearstead 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 147,043 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $21,655,110.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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