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Disclosery

Realta Investment Advisors: CVX position timeline

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

Realta Investment Advisors held 7,168 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,168 shares
    Change vs previous 13F +5,060 shares

    0.43% of the 13F portfolio, value $1,463,825.

    13F-HR 0001398344-26-018178 filed by Realta Investment Advisors
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,108 shares
    Change vs previous 13F -6,337 shares

    0.11% of the 13F portfolio, value $349,385.

    13F-HR 0001398344-26-012286 filed by Realta 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 ended2026-03-31
    13F 8,445 shares
    Change vs previous 13F +5,568 shares

    0.61% of the 13F portfolio, value $1,747,317.

    13F-HR 0001398344-26-006814 filed by Realta 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 ended2025-12-31
    13F 2,877 shares
    Change vs previous 13F -291 shares

    0.14% of the 13F portfolio, value $438,420.

    13F-HR 0001398344-26-000878 filed by Realta 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 ended2025-09-30
    13F 3,168 shares
    Change vs previous 13F -215 shares

    0.16% of the 13F portfolio, value $491,953.

    13F-HR 0001398344-25-019615 filed by Realta 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 ended2025-06-30
    13F 3,383 shares
    Change vs previous 13F -4,225 shares

    0.19% of the 13F portfolio, value $484,407.

    13F-HR 0001398344-25-013484 filed by Realta 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 ended2025-03-31
    13F 7,608 shares
    Change vs previous 13F -1,909 shares

    0.58% of the 13F portfolio, value $1,272,758.

    13F-HR 0001398344-25-008338 filed by Realta 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 ended2024-12-31
    13F 9,517 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,407,067.

    13F-HR 0001398344-25-001199 filed by Realta Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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