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Portus Wealth Advisors, LLC: CVX position timeline

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

Portus Wealth Advisors, LLC held 8,155 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,155 shares
    Change vs previous 13F +155 shares

    1.37% of the 13F portfolio, value $1,665,279.

    13F-HR 0002097516-26-000007 filed by Portus Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,000 shares
    Change vs previous 13F +262 shares

    1.09% of the 13F portfolio, value $1,326,145.

    13F-HR 0002097516-26-000006 filed by Portus Wealth 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 ended2026-03-31
    13F 7,738 shares
    Change vs previous 13F -56 shares

    1.51% of the 13F portfolio, value $1,601,044.

    13F-HR 0002097516-26-000005 filed by Portus Wealth 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 ended2025-12-31
    13F 7,794 shares
    Change vs previous 13F +476 shares

    1.12% of the 13F portfolio, value $1,187,830.

    13F-HR 0002097516-26-000001 filed by Portus Wealth 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 ended2025-09-30
    13F 7,318 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,136,460.

    13F-HR 0002097516-25-000002 filed by Portus Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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