HHM Wealth Advisors, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 3,565 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 3,565 sharesChange vs previous 13F +145 shares
0.06% of the 13F portfolio, value $590,922.
13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,420 sharesChange vs previous 13F +719 shares
0.08% of the 13F portfolio, value $707,692.
13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,701 sharesChange vs previous 13F -549 shares
0.05% of the 13F portfolio, value $411,657.
13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,250 sharesChange vs previous 13F -322 shares
0.06% of the 13F portfolio, value $504,758.
13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,572 sharesChange vs previous 13F +52 shares
0.06% of the 13F portfolio, value $511,458.
13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,520 sharesChange vs previous 13F +225 shares
0.08% of the 13F portfolio, value $588,827.
13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,295 sharesChange vs previous 13F +1,560 shares
0.06% of the 13F portfolio, value $477,214.
13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,735 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $255,483.
13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).