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Resonant Capital Advisors, LLC: CVX position timeline

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

Resonant Capital Advisors, LLC held 38,327 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,327 shares
    Change vs previous 13F -4,142 shares

    0.3% of the 13F portfolio, value $6,353,084.

    13F-HR 0002085853-26-000857 filed by Resonant Capital Advisors, 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 42,469 shares
    Change vs previous 13F +1,844 shares

    0.46% of the 13F portfolio, value $8,786,836.

    13F-HR 0002085853-26-000527 filed by Resonant Capital 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 ended2025-12-31
    13F 40,625 shares
    Change vs previous 13F +1,266 shares

    0.34% of the 13F portfolio, value $6,191,656.

    13F-HR 0002085853-26-000137 filed by Resonant Capital 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 ended2025-09-30
    13F 39,359 shares
    Change vs previous 13F +1,888 shares

    0.36% of the 13F portfolio, value $6,112,059.

    13F-HR 0002085853-25-000183 filed by Resonant Capital 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 ended2025-06-30
    13F 37,471 shares
    Change vs previous 13F +1,639 shares

    0.34% of the 13F portfolio, value $5,365,472.

    13F-HR 0001667731-25-001034 filed by Resonant Capital 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 35,832 shares
    Change vs previous 13F +1,602 shares

    0.42% of the 13F portfolio, value $5,994,335.

    13F-HR 0001667731-25-000543 filed by Resonant Capital 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 34,230 shares
    Change vs previous 13F +1,027 shares

    0.36% of the 13F portfolio, value $4,957,873.

    13F-HR 0001667731-25-000129 filed by Resonant Capital Advisors, 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 33,203 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,889,806.

    13F-HR 0001803236-24-000005 filed by Resonant Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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