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NewEdge Advisors, LLC: CVX position timeline

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

NewEdge Advisors, LLC held 1,249,960 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,249,960 shares
    Change vs previous 13F +37,423 shares

    0.62% of the 13F portfolio, value $207,193,421.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 1,212,537 shares
    Change vs previous 13F -122,319 shares

    0.91% of the 13F portfolio, value $250,874,067.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,334,856 shares
    Change vs previous 13F +826,199 shares

    0.74% of the 13F portfolio, value $203,445,329.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 508,657 shares
    Change vs previous 13F +14,053 shares

    0.36% of the 13F portfolio, value $78,989,370.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 494,604 shares
    Change vs previous 13F -17,700 shares

    0.37% of the 13F portfolio, value $70,822,254.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 512,304 shares
    Change vs previous 13F -18,397 shares

    0.51% of the 13F portfolio, value $85,703,284.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 530,701 shares
    Change vs previous 13F +30,905 shares

    0.46% of the 13F portfolio, value $76,866,712.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 499,796 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $73,604,920.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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