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Disclosery

GoalVest Advisory LLC: CVX position timeline

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

GoalVest Advisory LLC held 6,690 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,690 shares
    Change vs previous 13F +98 shares

    0.24% of the 13F portfolio, value $1,366,179.

    13F-HR 0001839307-26-000016 filed by GoalVest Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,592 shares
    Change vs previous 13F -626 shares

    0.2% of the 13F portfolio, value $1,092,701.

    13F-HR 0001839307-26-000011 filed by GoalVest 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 ended2026-03-31
    13F 7,218 shares
    Change vs previous 13F -1,357 shares

    0.29% of the 13F portfolio, value $1,493,419.

    13F-HR 0001839307-26-000002 filed by GoalVest 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 ended2025-12-31
    13F 8,575 shares
    Change vs previous 13F -554 shares

    0.25% of the 13F portfolio, value $1,306,926.

    13F-HR 0001839307-26-000001 filed by GoalVest 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 ended2025-09-30
    13F 9,129 shares
    Change vs previous 13F +779 shares

    0.3% of the 13F portfolio, value $1,417,653.

    13F-HR 0001839307-25-000008 filed by GoalVest 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 ended2025-06-30
    13F 8,350 shares
    Change vs previous 13F +528 shares

    0.3% of the 13F portfolio, value $1,195,646.

    13F-HR 0001839307-25-000003 filed by GoalVest 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 ended2025-03-31
    13F 7,822 shares
    Change vs previous 13F +482 shares

    0.36% of the 13F portfolio, value $1,308,554.

    13F-HR 0001839307-25-000002 filed by GoalVest 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 ended2024-12-31
    13F 7,340 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,063,136.

    13F-HR 0001839307-25-000001 filed by GoalVest Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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