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Disclosery

HCR Wealth Advisors: CVX position timeline

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

HCR Wealth Advisors held 20,346 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,346 shares
    Change vs previous 13F -2 shares

    0.3% of the 13F portfolio, value $3,372,663.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 20,348 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $4,210,041.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 20,335 shares
    Change vs previous 13F +184 shares

    0.31% of the 13F portfolio, value $3,099,353.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 20,151 shares
    Change vs previous 13F +38 shares

    0.32% of the 13F portfolio, value $3,090,689.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 20,113 shares
    Change vs previous 13F -6 shares

    0.34% of the 13F portfolio, value $2,880,057.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 20,119 shares
    Change vs previous 13F +19 shares

    0.44% of the 13F portfolio, value $3,365,744.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 20,100 shares
    Change vs previous 13F -1,364 shares

    0.36% of the 13F portfolio, value $2,911,409.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 21,464 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,161,064.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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