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Disclosery

Founders Financial Alliance, LLC: CVX position timeline

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

Founders Financial Alliance, LLC held 21,199 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,199 shares
    Change vs previous 13F -930 shares

    0.47% of the 13F portfolio, value $3,513,977.

    13F-HR 0001398344-26-013459 filed by Founders Financial Alliance, 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 22,129 shares
    Change vs previous 13F +613 shares

    0.83% of the 13F portfolio, value $4,578,552.

    13F-HR 0001398344-26-008920 filed by Founders Financial Alliance, 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 21,516 shares
    Change vs previous 13F -434 shares

    0.62% of the 13F portfolio, value $3,279,095.

    13F-HR 0001398344-26-002808 filed by Founders Financial Alliance, 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 21,950 shares
    Change vs previous 13F +350 shares

    0.64% of the 13F portfolio, value $3,408,629.

    13F-HR 0001398344-25-020494 filed by Founders Financial Alliance, 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 21,600 shares
    Change vs previous 13F +388 shares

    0.7% of the 13F portfolio, value $3,092,993.

    13F-HR 0001398344-25-015014 filed by Founders Financial Alliance, 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 21,212 shares
    Change vs previous 13F +2,420 shares

    0.86% of the 13F portfolio, value $3,548,421.

    13F-HR 0001398344-25-009151 filed by Founders Financial Alliance, 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 18,792 shares
    Change vs previous 13F +1,880 shares

    0.75% of the 13F portfolio, value $2,721,790.

    13F-HR 0001398344-25-002203 filed by Founders Financial Alliance, 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 16,912 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $2,490,637.

    13F-HR 0001398344-24-019768 filed by Founders Financial Alliance, LLC
    Filed (acceptance time not in the bulk data set), ingested

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