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Icon Wealth Advisors, LLC: CVX position timeline

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

Icon Wealth Advisors, LLC held 119,507 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,507 shares
    Change vs previous 13F +3,959 shares

    1.19% of the 13F portfolio, value $19,809,418.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 115,548 shares
    Change vs previous 13F -5,087 shares

    1.44% of the 13F portfolio, value $22,210,619.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, 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 120,635 shares
    Change vs previous 13F -1,677 shares

    1.23% of the 13F portfolio, value $18,403,998.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, 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 122,312 shares
    Change vs previous 13F +2,880 shares

    1.29% of the 13F portfolio, value $18,993,760.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, 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 119,432 shares
    Change vs previous 13F +5,830 shares

    1.22% of the 13F portfolio, value $17,101,539.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 113,602 shares
    Change vs previous 13F -2,793 shares

    1.56% of the 13F portfolio, value $19,004,449.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 116,395 shares
    Change vs previous 13F +1,549 shares

    1.39% of the 13F portfolio, value $16,858,686.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 114,846 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $16,913,365.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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