RFG Advisory, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RFG Advisory, LLC on CVX, newest first. How the timeline and the estimate are built.
RFG Advisory, LLC held 29,012 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 29,012 sharesChange vs previous 13F +1,773 shares
0.08% of the 13F portfolio, value $4,809,018.
13F-HR 0001633387-26-000008 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,239 sharesChange vs previous 13F -1,076 shares
0.1% of the 13F portfolio, value $5,635,778.
13F-HR 0001633387-26-000005 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,315 sharesChange vs previous 13F -394 shares
0.08% of the 13F portfolio, value $4,315,505.
13F-HR 0001633387-26-000002 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,709 sharesChange vs previous 13F -19,327 shares
0.09% of the 13F portfolio, value $4,458,227.
13F-HR 0001633387-25-000006 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,036 sharesChange vs previous 13F +15,141 shares
0.16% of the 13F portfolio, value $6,878,251.
13F-HR 0001085146-25-004183 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,895 sharesChange vs previous 13F -14,817 shares
0.15% of the 13F portfolio, value $5,503,075.
13F-HR 0001085146-25-001983 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 47,712 sharesChange vs previous 13F +7,339 shares
0.2% of the 13F portfolio, value $6,910,633.
13F-HR 0001085146-25-000342 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 40,373 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $5,945,754.
13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).