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Foster Victor Wealth Advisors, LLC: CVX position timeline

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

Foster Victor Wealth Advisors, LLC held 89,445 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,445 shares
    Change vs previous 13F +2,656 shares

    0.85% of the 13F portfolio, value $16,257,466.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth 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 86,789 shares
    Change vs previous 13F +8,027 shares

    0.93% of the 13F portfolio, value $16,231,197.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth 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 78,762 shares
    Change vs previous 13F -1,730 shares

    0.76% of the 13F portfolio, value $13,094,970.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth 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 80,492 shares
    Change vs previous 13F +6,576 shares

    0.77% of the 13F portfolio, value $12,359,596.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth 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 73,916 shares
    Change vs previous 13F +5,238 shares

    0.77% of the 13F portfolio, value $11,310,681.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth 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 68,678 shares
    Change vs previous 13F +3,077 shares

    0.75% of the 13F portfolio, value $9,314,771.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth 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 65,601 shares
    Change vs previous 13F +4,861 shares

    0.81% of the 13F portfolio, value $10,592,665.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth 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 60,740 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,089,675.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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