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Disclosery

Fiduciary Alliance LLC: CVX position timeline

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

Fiduciary Alliance LLC held 18,215 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 18,215 shares
    Change vs previous 13F -5,204 shares

    0.28% of the 13F portfolio, value $3,719,665.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,419 shares
    Change vs previous 13F -53,298 shares

    0.26% of the 13F portfolio, value $3,881,900.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 76,717 shares
    Change vs previous 13F +55,898 shares

    0.86% of the 13F portfolio, value $14,185,812.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 20,819 shares
    Change vs previous 13F +726 shares

    0.21% of the 13F portfolio, value $3,173,025.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 20,093 shares
    Change vs previous 13F -165 shares

    0.21% of the 13F portfolio, value $3,120,170.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,258 shares
    Change vs previous 13F +4,000 shares

    0.22% of the 13F portfolio, value $2,900,763.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 16,258 shares
    Change vs previous 13F -486 shares

    0.27% of the 13F portfolio, value $2,719,717.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 16,744 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,425,192.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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