Fortune Financial Advisors, LLC: CVX position timeline

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

Fortune Financial Advisors, LLC held 10,652 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 10,652 shares
Change vs previous 13F +1,145 shares
0.76% of the 13F portfolio, value $1,765,703.
13F-HR 0001961828-26-000008 filed by Fortune Financial Advisors, LLC
Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 9,507 shares
Change vs previous 13F +2,190 shares
1% of the 13F portfolio, value $1,966,979.
13F-HR 0001961828-26-000004 filed by Fortune Financial Advisors, LLC
Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 7,317 shares
Change vs previous 13F +183 shares
0.75% of the 13F portfolio, value $1,115,121.
13F-HR 0001961828-26-000002 filed by Fortune Financial Advisors, LLC
Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 7,134 shares
Change vs previous 13F +71 shares
0.83% of the 13F portfolio, value $1,107,898.
13F-HR 0001961828-25-000005 filed by Fortune Financial Advisors, LLC
Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 7,063 shares
Change vs previous 13F +151 shares
0.81% of the 13F portfolio, value $1,011,318.
13F-HR 0001085146-25-003876 filed by Fortune Financial Advisors, LLC
Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 6,912 shares
Change vs previous 13F +432 shares
1% of the 13F portfolio, value $1,156,375.
13F-HR 0001085146-25-002423 filed by Fortune Financial Advisors, LLC
Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 6,480 shares
Change vs previous 13F +280 shares
0.85% of the 13F portfolio, value $938,562.
13F-HR 0001085146-25-000439 filed by Fortune Financial Advisors, LLC
Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 6,200 shares
Change vs previous 13F not available
0.83% of the 13F portfolio, value $913,080.
13F-HR 0001085146-24-005118 filed by Fortune Financial Advisors, LLC
Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).