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Disclosery

LVW Advisors, LLC: CVX position timeline

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

LVW Advisors, LLC held 13,756 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,756 shares
    Change vs previous 13F +403 shares

    0.2% of the 13F portfolio, value $2,280,195.

    13F-HR 0001576053-26-000004 filed by LVW 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 13,353 shares
    Change vs previous 13F +164 shares

    0.27% of the 13F portfolio, value $2,762,736.

    13F-HR 0001576053-26-000002 filed by LVW 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 13,189 shares
    Change vs previous 13F -2,228 shares

    0.2% of the 13F portfolio, value $2,010,136.

    13F-HR 0001576053-26-000001 filed by LVW 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 15,417 shares
    Change vs previous 13F +2,314 shares

    0.25% of the 13F portfolio, value $2,394,106.

    13F-HR 0001576053-25-000003 filed by LVW 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 13,103 shares
    Change vs previous 13F +1,081 shares

    0.21% of the 13F portfolio, value $1,876,219.

    13F-HR 0001085146-25-003901 filed by LVW 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 12,022 shares
    Change vs previous 13F +1,077 shares

    0.24% of the 13F portfolio, value $2,011,161.

    13F-HR 0001085146-25-001955 filed by LVW 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 10,945 shares
    Change vs previous 13F +1,962 shares

    0.19% of the 13F portfolio, value $1,585,274.

    13F-HR 0001085146-25-000247 filed by LVW 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 8,983 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,322,927.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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