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Dynamic Advisor Solutions LLC: CVX position timeline

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

Dynamic Advisor Solutions LLC held 102,887 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,887 shares
    Change vs previous 13F -400 shares

    0.49% of the 13F portfolio, value $17,054,606.

    13F-HR 0001599747-26-000004 filed by Dynamic Advisor Solutions 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 103,287 shares
    Change vs previous 13F -2,788 shares

    0.67% of the 13F portfolio, value $21,370,121.

    13F-HR 0001599747-26-000002 filed by Dynamic Advisor Solutions 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 106,075 shares
    Change vs previous 13F -10,938 shares

    0.52% of the 13F portfolio, value $16,166,928.

    13F-HR 0001599747-26-000001 filed by Dynamic Advisor Solutions 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 117,013 shares
    Change vs previous 13F +65 shares

    0.53% of the 13F portfolio, value $18,170,896.

    13F-HR 0001085146-25-005875 filed by Dynamic Advisor Solutions 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 116,948 shares
    Change vs previous 13F +849 shares

    0.52% of the 13F portfolio, value $16,745,739.

    13F-HR 0001085146-25-003617 filed by Dynamic Advisor Solutions 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 116,099 shares
    Change vs previous 13F +2,317 shares

    0.64% of the 13F portfolio, value $19,422,200.

    13F-HR 0001085146-25-002128 filed by Dynamic Advisor Solutions 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 113,782 shares
    Change vs previous 13F -1,153 shares

    0.71% of the 13F portfolio, value $16,480,243.

    13F-HR 0001085146-25-000374 filed by Dynamic Advisor Solutions 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 114,935 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $16,926,440.

    13F-HR 0001085146-24-004675 filed by Dynamic Advisor Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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