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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

  1. period ended2026-06-30
    13F 29,012 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 27,239 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 28,315 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 28,709 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 48,036 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 32,895 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 47,712 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 40,373 shares
    Change 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), ingested

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