Heartwood Wealth Advisors LLC: CVX position timeline

Heartwood Wealth Advisors LLC held 11,227 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 11,227 shares

   Change vs previous 13F +348 shares

   0.18% of the 13F portfolio, value $2,292,666.

   13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
   Accepted 2026-10-05 15:45:30 UTC, ingested 2026-10-06 10:25:10 UTC

2. period ended2026-06-30

   13F 10,879 shares

   Change vs previous 13F +451 shares

   0.14% of the 13F portfolio, value $1,803,303.

   13F-HR 0001794935-26-000012 filed by Heartwood Wealth Advisors LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 10,428 shares

   Change vs previous 13F +775 shares

   0.19% of the 13F portfolio, value $2,157,553.

   13F-HR 0001794935-26-000011 filed by Heartwood Wealth Advisors LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 9,653 shares

   Change vs previous 13F +613 shares

   0.14% of the 13F portfolio, value $1,471,214.

   13F-HR 0001794935-26-000010 filed by Heartwood Wealth Advisors LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 9,040 shares

   Change vs previous 13F +662 shares

   0.13% of the 13F portfolio, value $1,403,822.

   13F-HR 0001794935-25-000007 filed by Heartwood Wealth Advisors LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 8,378 shares

   Change vs previous 13F +1,605 shares

   0.13% of the 13F portfolio, value $1,199,646.

   13F-HR 0001794935-25-000005 filed by Heartwood Wealth Advisors LLC
   Filed 2025-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 6,773 shares

   Change vs previous 13F +569 shares

   0.13% of the 13F portfolio, value $1,133,055.

   13F-HR 0001794935-25-000003 filed by Heartwood Wealth Advisors LLC
   Filed 2025-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 6,204 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $898,587.

   13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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