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PFG Investments, LLC: CVX position timeline

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

PFG Investments, LLC held 46,356 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,356 shares
    Change vs previous 13F -2,294 shares

    0.3% of the 13F portfolio, value $7,683,904.

    13F-HR 0001754960-26-000624 filed by PFG Investments, 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 48,650 shares
    Change vs previous 13F +2,750 shares

    0.47% of the 13F portfolio, value $10,065,628.

    13F-HR 0001754960-26-000334 filed by PFG Investments, 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 45,900 shares
    Change vs previous 13F -34 shares

    0.33% of the 13F portfolio, value $6,995,614.

    13F-HR 0001754960-26-000119 filed by PFG Investments, 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 45,934 shares
    Change vs previous 13F -1,410 shares

    0.37% of the 13F portfolio, value $7,133,164.

    13F-HR 0001754960-25-000741 filed by PFG Investments, 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 47,344 shares
    Change vs previous 13F -1,280 shares

    0.4% of the 13F portfolio, value $6,779,245.

    13F-HR 0001754960-25-000435 filed by PFG Investments, 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 48,624 shares
    Change vs previous 13F +223 shares

    0.52% of the 13F portfolio, value $8,134,373.

    13F-HR 0001754960-25-000234 filed by PFG Investments, 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 48,401 shares
    Change vs previous 13F -556 shares

    0.44% of the 13F portfolio, value $7,010,416.

    13F-HR 0001754960-25-000057 filed by PFG Investments, 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 48,957 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $7,209,941.

    13F-HR 0001754960-24-000531 filed by PFG Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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