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Financial & Tax Architects, LLC: CVX position timeline

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

Financial & Tax Architects, LLC held 41,724 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,724 shares
    Change vs previous 13F -1,996 shares

    1.46% of the 13F portfolio, value $6,916,093.

    13F-HR 0001758543-26-000004 filed by Financial & Tax Architects, 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 43,720 shares
    Change vs previous 13F -4,369 shares

    2.02% of the 13F portfolio, value $9,045,625.

    13F-HR 0001758543-26-000003 filed by Financial & Tax Architects, 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 48,089 shares
    Change vs previous 13F -1,475 shares

    1.65% of the 13F portfolio, value $7,329,291.

    13F-HR 0001758543-26-000001 filed by Financial & Tax Architects, 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 49,564 shares
    Change vs previous 13F +3,659 shares

    1.7% of the 13F portfolio, value $7,696,767.

    13F-HR 0001758543-25-000002 filed by Financial & Tax Architects, 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 45,905 shares
    Change vs previous 13F +2,869 shares

    1.6% of the 13F portfolio, value $6,573,152.

    13F-HR 0001214659-25-012000 filed by Financial & Tax Architects, 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 43,036 shares
    Change vs previous 13F +1,116 shares

    1.81% of the 13F portfolio, value $7,199,442.

    13F-HR 0001214659-25-007031 filed by Financial & Tax Architects, 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 41,920 shares
    Change vs previous 13F +3,132 shares

    1.55% of the 13F portfolio, value $6,071,637.

    13F-HR 0001214659-25-000660 filed by Financial & Tax Architects, 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 38,788 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,712,312.

    13F-HR 0001214659-24-018843 filed by Financial & Tax Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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