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Disclosery

Gladstone Institutional Advisory LLC: CVX position timeline

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

Gladstone Institutional Advisory LLC held 53,097 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,097 shares
    Change vs previous 13F -3,217 shares

    0.28% of the 13F portfolio, value $8,801,284.

    13F-HR 0001172661-26-002822 filed by Gladstone Institutional Advisory 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 56,314 shares
    Change vs previous 13F +1,250 shares

    0.43% of the 13F portfolio, value $11,651,501.

    13F-HR 0001172661-26-001910 filed by Gladstone Institutional Advisory 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 55,064 shares
    Change vs previous 13F -2,587 shares

    0.32% of the 13F portfolio, value $8,392,324.

    13F-HR 0001172661-26-000926 filed by Gladstone Institutional Advisory 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 57,651 shares
    Change vs previous 13F +3,852 shares

    0.34% of the 13F portfolio, value $8,952,686.

    13F-HR 0001172661-25-004377 filed by Gladstone Institutional Advisory 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 53,799 shares
    Change vs previous 13F +712 shares

    0.32% of the 13F portfolio, value $7,703,512.

    13F-HR 0001172661-25-003042 filed by Gladstone Institutional Advisory 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 53,087 shares
    Change vs previous 13F +462 shares

    0.41% of the 13F portfolio, value $8,880,857.

    13F-HR 0001172661-25-002064 filed by Gladstone Institutional Advisory 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 52,625 shares
    Change vs previous 13F +3,384 shares

    0.35% of the 13F portfolio, value $7,622,216.

    13F-HR 0001172661-25-000406 filed by Gladstone Institutional Advisory 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 49,241 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,251,748.

    13F-HR 0001172661-24-004379 filed by Gladstone Institutional Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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