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EXENCIAL WEALTH ADVISORS, LLC: CVX position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 71,583 CVX shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 71,583 shares
    Change vs previous 13F +2,184 shares

    0.46% of the 13F portfolio, value $14,810,540.

    13F-HR 0001576151-26-000006 filed by EXENCIAL 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 ended2025-12-31
    13F 69,399 shares
    Change vs previous 13F -7,931 shares

    0.33% of the 13F portfolio, value $10,577,112.

    13F-HR 0001576151-26-000003 filed by EXENCIAL 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 ended2025-09-30
    13F 77,330 shares
    Change vs previous 13F -1,088 shares

    0.39% of the 13F portfolio, value $12,008,639.

    13F-HR 0001576151-25-000022 filed by EXENCIAL 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 78,418 shares
    Change vs previous 13F -3,800 shares

    0.4% of the 13F portfolio, value $11,228,703.

    13F-HR 0001576151-25-000014 filed by EXENCIAL 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 82,218 shares
    Change vs previous 13F +236 shares

    0.51% of the 13F portfolio, value $13,754,286.

    13F-HR 0001576151-25-000010 filed by EXENCIAL 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 81,982 shares
    Change vs previous 13F -4,170 shares

    0.44% of the 13F portfolio, value $11,874,222.

    13F-HR 0001576151-25-000004 filed by EXENCIAL 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 86,152 shares
    Change vs previous 13F -7,014 shares

    0.46% of the 13F portfolio, value $12,687,617.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH 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 ended2024-06-30
    13F 93,166 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $14,572,948.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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