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LiftPoint Family Wealth Advisors LLC: CVX position timeline

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

LiftPoint Family Wealth Advisors LLC held 3,122 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 3,122 shares
    Change vs previous 13F +1,144 shares

    0.35% of the 13F portfolio, value $517,503.

    13F-HR 0002110810-26-000003 filed by LiftPoint Family 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 1,978 shares
    Change vs previous 13F -131 shares

    0.34% of the 13F portfolio, value $409,248.

    13F-HR 0002110810-26-000002 filed by LiftPoint Family 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 2,109 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $321,433.

    13F-HR 0002110810-26-000001 filed by LiftPoint Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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