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Fortis Capital Advisors, LLC: CVX position timeline

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

Fortis Capital Advisors, LLC held 5,746 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,746 shares
    Change vs previous 13F +1,318 shares

    0.11% of the 13F portfolio, value $952,619.

    13F-HR 0001959790-26-000004 filed by Fortis Capital 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 4,428 shares
    Change vs previous 13F +2,208 shares

    0.12% of the 13F portfolio, value $916,153.

    13F-HR 0001959790-26-000003 filed by Fortis Capital 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 2,220 shares
    Change vs previous 13F -2,311 shares

    0.05% of the 13F portfolio, value $338,350.

    13F-HR 0001959790-26-000001 filed by Fortis Capital 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 4,531 shares
    Change vs previous 13F +1,313 shares

    0.11% of the 13F portfolio, value $703,664.

    13F-HR 0001959790-25-000007 filed by Fortis Capital 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 3,218 shares
    Change vs previous 13F -186 shares

    0.08% of the 13F portfolio, value $460,804.

    13F-HR 0001959790-25-000005 filed by Fortis Capital 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 3,404 shares
    Change vs previous 13F +855 shares

    0.12% of the 13F portfolio, value $569,580.

    13F-HR 0001959790-25-000004 filed by Fortis Capital 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 2,549 shares
    Change vs previous 13F -185 shares

    0.13% of the 13F portfolio, value $377,214.

    13F-HR 0001959790-25-000002 filed by Fortis Capital 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 2,734 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $402,665.

    13F-HR 0001959790-24-000008 filed by Fortis Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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