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PFG Advisors: CVX position timeline

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

PFG Advisors held 27,549 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,549 shares
    Change vs previous 13F -820 shares

    0.23% of the 13F portfolio, value $4,566,471.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 28,369 shares
    Change vs previous 13F -9,715 shares

    0.29% of the 13F portfolio, value $5,869,639.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 38,084 shares
    Change vs previous 13F -11,607 shares

    0.28% of the 13F portfolio, value $5,804,359.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 49,691 shares
    Change vs previous 13F +3,895 shares

    0.32% of the 13F portfolio, value $7,716,484.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 45,796 shares
    Change vs previous 13F +4,494 shares

    0.3% of the 13F portfolio, value $6,557,500.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 41,302 shares
    Change vs previous 13F +3,764 shares

    0.39% of the 13F portfolio, value $6,909,420.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,538 shares
    Change vs previous 13F -1,802 shares

    0.33% of the 13F portfolio, value $5,436,950.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 39,340 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,793,655.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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