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Disclosery

Everhart Financial Group, Inc.: CVX position timeline

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

Everhart Financial Group, Inc. held 12,726 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,726 shares
    Change vs previous 13F +830 shares

    0.16% of the 13F portfolio, value $2,598,725.

    13F-HR 0002085853-26-001122 filed by Everhart Financial Group, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,896 shares
    Change vs previous 13F -1,353 shares

    0.13% of the 13F portfolio, value $1,971,937.

    13F-HR 0002085853-26-000657 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,249 shares
    Change vs previous 13F +1,710 shares

    0.23% of the 13F portfolio, value $2,741,171.

    13F-HR 0002085853-26-000316 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 11,539 shares
    Change vs previous 13F -158 shares

    0.16% of the 13F portfolio, value $1,758,692.

    13F-HR 0002085853-26-000007 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,697 shares
    Change vs previous 13F +1,198 shares

    0.18% of the 13F portfolio, value $1,816,500.

    13F-HR 0002085853-25-000218 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,499 shares
    Change vs previous 13F -360 shares

    0.17% of the 13F portfolio, value $1,503,301.

    13F-HR 0001667731-25-001064 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,859 shares
    Change vs previous 13F +1,983 shares

    0.25% of the 13F portfolio, value $1,816,551.

    13F-HR 0001667731-25-000433 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,876 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,285,600.

    13F-HR 0001667731-25-000184 filed by Everhart Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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