INVESTMENT ADVISORY SERVICES INC /TX /ADV: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INVESTMENT ADVISORY SERVICES INC /TX /ADV on CVX, newest first. How the timeline and the estimate are built.
INVESTMENT ADVISORY SERVICES INC /TX /ADV held 17,279 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.
the latest 13F is the newest step
- period ended2026-06-3013F 17,279 sharesChange vs previous 13F -51 shares
0.83% of the 13F portfolio, value $2,864,230.
13F-HR 0001214659-26-008502 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,330 sharesChange vs previous 13F +267 shares
1.14% of the 13F portfolio, value $3,585,476.
13F-HR 0001214659-26-004799 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,063 sharesChange vs previous 13F -158 shares
0.81% of the 13F portfolio, value $2,600,580.
13F-HR 0001214659-26-000732 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,221 sharesChange vs previous 13F -163 shares
0.84% of the 13F portfolio, value $2,674,322.
13F-HR 0001214659-25-015202 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,384 sharesChange vs previous 13F -72 shares
0.83% of the 13F portfolio, value $2,489,220.
13F-HR 0001214659-25-010500 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 17,456 sharesChange vs previous 13F +114 shares
1.06% of the 13F portfolio, value $2,920,170.
13F-HR 0001214659-25-006298 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 17,342 sharesChange vs previous 13F +37 shares
0.89% of the 13F portfolio, value $2,511,842.
13F-HR 0001214659-25-001439 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,305 sharesChange vs previous 13F not available
0.9% of the 13F portfolio, value $2,548,579.
13F-HR 0001214659-24-017514 filed by INVESTMENT ADVISORY SERVICES INC /TX /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).