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Fermata Advisors, LLC: CVX position timeline

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

Fermata Advisors, LLC held 12,847 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 12,847 shares
    Change vs previous 13F +684 shares

    0.43% of the 13F portfolio, value $2,129,498.

    13F-HR 0001859259-26-000003 filed by Fermata 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 12,163 shares
    Change vs previous 13F +1,042 shares

    0.57% of the 13F portfolio, value $2,516,517.

    13F-HR 0001859259-26-000002 filed by Fermata 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 11,121 shares
    Change vs previous 13F +205 shares

    0.41% of the 13F portfolio, value $1,694,968.

    13F-HR 0001859259-26-000001 filed by Fermata 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 10,916 shares
    Change vs previous 13F -217 shares

    0.43% of the 13F portfolio, value $1,695,074.

    13F-HR 0001085146-25-005870 filed by Fermata 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 11,133 shares
    Change vs previous 13F +1,360 shares

    0.43% of the 13F portfolio, value $1,594,136.

    13F-HR 0001085146-25-003629 filed by Fermata 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 9,773 shares
    Change vs previous 13F +1,828 shares

    0.3% of the 13F portfolio, value $1,634,969.

    13F-HR 0001085146-25-002025 filed by Fermata 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 7,945 shares
    Change vs previous 13F +77 shares

    0.21% of the 13F portfolio, value $1,150,759.

    13F-HR 0001085146-25-000208 filed by Fermata 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 7,868 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,158,769.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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