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Regent Peak Wealth Advisors LLC: CVX position timeline

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

Regent Peak Wealth Advisors LLC held 6,480 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 6,480 shares
    Change vs previous 13F +1,597 shares

    0.23% of the 13F portfolio, value $1,323,181.

    13F-HR 0001803329-26-000010 filed by Regent Peak Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,883 shares
    Change vs previous 13F +350 shares

    0.15% of the 13F portfolio, value $809,324.

    13F-HR 0001803329-26-000006 filed by Regent Peak 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 4,533 shares
    Change vs previous 13F +345 shares

    0.19% of the 13F portfolio, value $937,962.

    13F-HR 0001803329-26-000004 filed by Regent Peak 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 4,188 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $638,340.

    13F-HR 0001803329-26-000002 filed by Regent Peak 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 4,202 shares
    Change vs previous 13F +143 shares

    0.13% of the 13F portfolio, value $652,529.

    13F-HR 0001803329-25-000014 filed by Regent Peak Wealth Advisors 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 4,059 shares
    Change vs previous 13F -58 shares

    0.16% of the 13F portfolio, value $679,005.

    13F-HR 0001803329-25-000005 filed by Regent Peak Wealth Advisors 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/A 4,117 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $596,351.

    13F-HR/A 0001803329-25-000004 filed by Regent Peak Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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