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Orion Porfolio Solutions, LLC: CVX position timeline

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

Orion Porfolio Solutions, LLC held 146,575 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,575 shares
    Change vs previous 13F -13,228 shares

    0.19% of the 13F portfolio, value $24,296,249.

    13F-HR 0001580642-26-005284 filed by Orion Porfolio Solutions, 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 159,803 shares
    Change vs previous 13F -29,516 shares

    0.28% of the 13F portfolio, value $33,063,325.

    13F-HR 0001580642-26-003152 filed by Orion Porfolio Solutions, 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 189,319 shares
    Change vs previous 13F +3,216 shares

    0.21% of the 13F portfolio, value $28,854,081.

    13F-HR 0001580642-26-001034 filed by Orion Porfolio Solutions, 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 186,103 shares
    Change vs previous 13F +17,381 shares

    0.22% of the 13F portfolio, value $28,899,941.

    13F-HR 0001580642-25-007239 filed by Orion Porfolio Solutions, 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/A 168,722 shares
    Change vs previous 13F +20,486 shares

    0.21% of the 13F portfolio, value $24,159,280.

    13F-HR/A 0001580642-25-005505 filed by Orion Porfolio Solutions, 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 148,236 shares
    Change vs previous 13F +8,505 shares

    0.24% of the 13F portfolio, value $24,798,511.

    13F-HR 0001580642-25-004677 filed by Orion Porfolio Solutions, 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 139,731 shares
    Change vs previous 13F -24,409 shares

    0.2% of the 13F portfolio, value $20,238,595.

    13F-HR 0001580642-25-004676 filed by Orion Porfolio Solutions, 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 164,140 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $24,172,906.

    13F-HR 0001580642-25-004675 filed by Orion Porfolio Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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