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Disclosery

HBK Sorce Advisory LLC: CVX position timeline

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

HBK Sorce Advisory LLC held 40,908 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,908 shares
    Change vs previous 13F +478 shares

    0.15% of the 13F portfolio, value $7,625,749.

    13F-HR 0001379995-26-000004 filed by HBK Sorce 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 40,430 shares
    Change vs previous 13F -688 shares

    0.15% of the 13F portfolio, value $7,342,864.

    13F-HR 0001379995-26-000003 filed by HBK Sorce 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 41,118 shares
    Change vs previous 13F -62 shares

    0.17% of the 13F portfolio, value $7,436,692.

    13F-HR 0001379995-26-000002 filed by HBK Sorce 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/A 41,180 shares
    Change vs previous 13F +384 shares

    0.16% of the 13F portfolio, value $6,263,926.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce 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 40,796 shares
    Change vs previous 13F +1,212 shares

    0.16% of the 13F portfolio, value $5,841,519.

    13F-HR 0001379995-25-000006 filed by HBK Sorce 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 39,584 shares
    Change vs previous 13F +588 shares

    0.19% of the 13F portfolio, value $6,622,028.

    13F-HR 0001379995-25-000004 filed by HBK Sorce 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 38,996 shares
    Change vs previous 13F +598 shares

    0.17% of the 13F portfolio, value $5,648,149.

    13F-HR 0001379995-25-000002 filed by HBK Sorce 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 38,398 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,654,936.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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