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EP Wealth Advisors, LLC: CVX position timeline

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

EP Wealth Advisors, LLC held 172,344 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,344 shares
    Change vs previous 13F +10,901 shares

    0.11% of the 13F portfolio, value $28,567,779.

    13F-HR 0001398344-26-014114 filed by EP 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 161,443 shares
    Change vs previous 13F -1,266 shares

    0.16% of the 13F portfolio, value $33,402,647.

    13F-HR 0001398344-26-009125 filed by EP 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 162,709 shares
    Change vs previous 13F +12,182 shares

    0.13% of the 13F portfolio, value $24,798,549.

    13F-HR 0001398344-26-003327 filed by EP 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 ended2025-06-30
    13F 150,527 shares
    Change vs previous 13F +3,492 shares

    0.14% of the 13F portfolio, value $21,554,008.

    13F-HR 0001398344-25-015642 filed by EP 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 ended2025-03-31
    13F 147,035 shares
    Change vs previous 13F +18,415 shares

    0.2% of the 13F portfolio, value $24,597,497.

    13F-HR 0001398344-25-009656 filed by EP 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 ended2024-12-31
    13F 128,620 shares
    Change vs previous 13F -535 shares

    0.15% of the 13F portfolio, value $18,629,319.

    13F-HR 0001398344-25-002748 filed by EP 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 ended2024-09-30
    13F 129,155 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $19,020,595.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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