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Disclosery

IMA Advisory Services, Inc.: CVX position timeline

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

IMA Advisory Services, Inc. held 15,749 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,749 shares
    Change vs previous 13F +2,337 shares

    0.16% of the 13F portfolio, value $2,610,513.

    13F-HR 0001455495-26-000008 filed by IMA Advisory Services, 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 13,412 shares
    Change vs previous 13F -505 shares

    0.27% of the 13F portfolio, value $2,774,945.

    13F-HR 0001455495-26-000006 filed by IMA Advisory Services, 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 13,917 shares
    Change vs previous 13F -559 shares

    0.2% of the 13F portfolio, value $2,121,209.

    13F-HR 0001455495-26-000004 filed by IMA Advisory Services, 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 14,476 shares
    Change vs previous 13F +329 shares

    0.23% of the 13F portfolio, value $2,248,057.

    13F-HR 0001455495-25-000010 filed by IMA Advisory Services, 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 14,147 shares
    Change vs previous 13F -213 shares

    0.22% of the 13F portfolio, value $2,025,782.

    13F-HR 0001455495-25-000008 filed by IMA Advisory Services, 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 14,360 shares
    Change vs previous 13F -1,125 shares

    0.28% of the 13F portfolio, value $2,402,369.

    13F-HR 0001455495-25-000004 filed by IMA Advisory Services, 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 15,485 shares
    Change vs previous 13F +603 shares

    0.27% of the 13F portfolio, value $2,242,777.

    13F-HR 0001085146-25-001502 filed by IMA Advisory Services, 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 14,882 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,191,747.

    13F-HR 0001455495-24-000007 filed by IMA Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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