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IFP Advisors, Inc: CVX position timeline

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

IFP Advisors, Inc held 65,858 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,858 shares
    Change vs previous 13F -10,006 shares

    0.2% of the 13F portfolio, value $10,916,622.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 75,864 shares
    Change vs previous 13F +21,851 shares

    0.33% of the 13F portfolio, value $15,696,262.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 54,013 shares
    Change vs previous 13F +6,134 shares

    0.18% of the 13F portfolio, value $8,232,121.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 47,879 shares
    Change vs previous 13F -6,914 shares

    0.19% of the 13F portfolio, value $7,435,130.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 54,793 shares
    Change vs previous 13F -7,716 shares

    0.22% of the 13F portfolio, value $7,845,935.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 62,509 shares
    Change vs previous 13F +8,838 shares

    0.32% of the 13F portfolio, value $10,457,781.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 53,671 shares
    Change vs previous 13F +4,645 shares

    0.25% of the 13F portfolio, value $7,773,473.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 49,026 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $7,220,402.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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