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Disclosery

IBEX WEALTH ADVISORS: CVX position timeline

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

IBEX WEALTH ADVISORS held 57,598 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,598 shares
    Change vs previous 13F +1,039 shares

    0.75% of the 13F portfolio, value $9,547,448.

    13F-HR 0001686242-26-000003 filed by IBEX 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 56,559 shares
    Change vs previous 13F +4,134 shares

    1.09% of the 13F portfolio, value $11,702,114.

    13F-HR 0001686242-26-000002 filed by IBEX 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 52,425 shares
    Change vs previous 13F +1,457 shares

    0.78% of the 13F portfolio, value $7,990,138.

    13F-HR 0001686242-26-000001 filed by IBEX 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 50,968 shares
    Change vs previous 13F +570 shares

    0.76% of the 13F portfolio, value $7,914,774.

    13F-HR 0001686242-25-000007 filed by IBEX 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 50,398 shares
    Change vs previous 13F +2,758 shares

    0.77% of the 13F portfolio, value $7,216,523.

    13F-HR 0001686242-25-000004 filed by IBEX 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 47,640 shares
    Change vs previous 13F +1,216 shares

    1.05% of the 13F portfolio, value $7,969,674.

    13F-HR 0001686242-25-000002 filed by IBEX 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 46,424 shares
    Change vs previous 13F -12,225 shares

    0.79% of the 13F portfolio, value $6,724,057.

    13F-HR 0001686242-25-000001 filed by IBEX 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 58,649 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $6,076,053.

    13F-HR 0001686242-24-000005 filed by IBEX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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