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Fortitude Advisory Group L.L.C.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fortitude Advisory Group L.L.C. on CVX, newest first. How the timeline and the estimate are built.

Fortitude Advisory Group L.L.C. held 5,065 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,065 shares
    Change vs previous 13F +335 shares

    0.39% of the 13F portfolio, value $1,034,286.

    13F-HR 0001928999-26-000006 filed by Fortitude Advisory Group L.L.C.
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,730 shares
    Change vs previous 13F +217 shares

    0.3% of the 13F portfolio, value $783,978.

    13F-HR 0001928999-26-000004 filed by Fortitude Advisory Group L.L.C.
    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 4,513 shares
    Change vs previous 13F +19 shares

    0.42% of the 13F portfolio, value $933,813.

    13F-HR 0001928999-26-000003 filed by Fortitude Advisory Group L.L.C.
    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 4,494 shares
    Change vs previous 13F -17 shares

    0.29% of the 13F portfolio, value $684,985.

    13F-HR 0001928999-26-000002 filed by Fortitude Advisory Group L.L.C.
    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 4,511 shares
    Change vs previous 13F +79 shares

    0.38% of the 13F portfolio, value $700,568.

    13F-HR 0001928999-25-000006 filed by Fortitude Advisory Group L.L.C.
    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 4,432 shares
    Change vs previous 13F -61 shares

    0.36% of the 13F portfolio, value $634,669.

    13F-HR 0001928999-25-000003 filed by Fortitude Advisory Group L.L.C.
    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 4,493 shares
    Change vs previous 13F +278 shares

    0.44% of the 13F portfolio, value $608,220.

    13F-HR 0001928999-25-000002 filed by Fortitude Advisory Group L.L.C.
    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 4,215 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $610,552.

    13F-HR 0001928999-25-000001 filed by Fortitude Advisory Group L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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