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Foundations Investment Advisors, LLC: CVX position timeline

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

Foundations Investment Advisors, LLC held 63,741 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,741 shares
    Change vs previous 13F +4,848 shares

    0.11% of the 13F portfolio, value $10,565,732.

    13F-HR 0001743404-26-000008 filed by Foundations Investment 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 58,893 shares
    Change vs previous 13F +4,547 shares

    0.15% of the 13F portfolio, value $12,184,981.

    13F-HR 0001743404-26-000005 filed by Foundations Investment 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 54,346 shares
    Change vs previous 13F -10,907 shares

    0.11% of the 13F portfolio, value $8,282,851.

    13F-HR 0001085146-26-000181 filed by Foundations Investment 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 65,253 shares
    Change vs previous 13F +2,643 shares

    0.15% of the 13F portfolio, value $10,133,171.

    13F-HR 0001743404-25-000008 filed by Foundations Investment 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 62,610 shares
    Change vs previous 13F +3,504 shares

    0.14% of the 13F portfolio, value $8,965,139.

    13F-HR 0001085146-25-004733 filed by Foundations Investment 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 59,106 shares
    Change vs previous 13F -81,976 shares

    0.18% of the 13F portfolio, value $9,887,898.

    13F-HR 0001085146-25-002684 filed by Foundations Investment 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 141,082 shares
    Change vs previous 13F +16,706 shares

    0.39% of the 13F portfolio, value $20,434,352.

    13F-HR 0001085146-25-000406 filed by Foundations Investment 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 124,376 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $18,316,884.

    13F-HR 0001085146-24-005039 filed by Foundations Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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