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Modus Advisors, LLC: CVX position timeline

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

Modus Advisors, LLC held 25,994 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,994 shares
    Change vs previous 13F -95 shares

    1.06% of the 13F portfolio, value $4,308,774.

    13F-HR 0001799284-26-000003 filed by Modus 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 26,089 shares
    Change vs previous 13F +2,604 shares

    1.49% of the 13F portfolio, value $5,397,883.

    13F-HR 0001799284-26-000002 filed by Modus 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 23,485 shares
    Change vs previous 13F +2,409 shares

    0.94% of the 13F portfolio, value $3,579,347.

    13F-HR 0001799284-26-000001 filed by Modus 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 21,076 shares
    Change vs previous 13F +1,033 shares

    0.89% of the 13F portfolio, value $3,272,898.

    13F-HR 0001799284-25-000005 filed by Modus 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 20,043 shares
    Change vs previous 13F +611 shares

    0.85% of the 13F portfolio, value $2,869,962.

    13F-HR 0001799284-25-000003 filed by Modus 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 19,432 shares
    Change vs previous 13F +389 shares

    1.06% of the 13F portfolio, value $3,250,771.

    13F-HR 0001799284-25-000002 filed by Modus 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 19,043 shares
    Change vs previous 13F +637 shares

    0.86% of the 13F portfolio, value $2,758,169.

    13F-HR 0001799284-25-000001 filed by Modus 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 18,406 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $2,710,704.

    13F-HR 0001799284-24-000004 filed by Modus Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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