Skip to content
Disclosery

OPTIMUM INVESTMENT ADVISORS: CVX position timeline

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

OPTIMUM INVESTMENT ADVISORS held 3,992 CVX shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 3,992 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $619,889.

    13F-HR 0001580642-25-006637 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 3,992 shares
    Change vs previous 13F -260 shares

    0.25% of the 13F portfolio, value $571,588.

    13F-HR 0001580642-25-004652 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,252 shares
    Change vs previous 13F +410 shares

    0.33% of the 13F portfolio, value $711,287.

    13F-HR 0001580642-25-002640 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,842 shares
    Change vs previous 13F -1,650 shares

    0.25% of the 13F portfolio, value $556,449.

    13F-HR 0001580642-25-000952 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 5,492 shares
    Change vs previous 13F -375 shares

    0.35% of the 13F portfolio, value $808,780.

    13F-HR 0001580642-24-006190 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,867 shares
    Change vs previous 13F -120 shares

    0.41% of the 13F portfolio, value $917,688.

    13F-HR 0001580642-24-003677 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 5,987 shares
    Change vs previous 13F +101 shares

    0.43% of the 13F portfolio, value $944,361.

    13F-HR 0001580642-24-002122 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,886 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $877,908.

    13F-HR 0001580642-24-000123 filed by OPTIMUM INVESTMENT ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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