Skip to content
Disclosery

RFG - Bristol Wealth Advisors, LLC: CVX position timeline

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

RFG - Bristol Wealth Advisors, LLC held 6,558 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,558 shares
    Change vs previous 13F +33 shares

    0.32% of the 13F portfolio, value $1,339,271.

    13F-HR 0001085146-26-000866 filed by RFG - Bristol Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,525 shares
    Change vs previous 13F -37 shares

    0.26% of the 13F portfolio, value $1,081,547.

    13F-HR 0002055104-26-000003 filed by RFG - Bristol 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 6,562 shares
    Change vs previous 13F -98 shares

    0.37% of the 13F portfolio, value $1,357,663.

    13F-HR 0002055104-26-000002 filed by RFG - Bristol 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 6,660 shares
    Change vs previous 13F -376 shares

    0.28% of the 13F portfolio, value $1,015,008.

    13F-HR 0002055104-26-000001 filed by RFG - Bristol 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 7,036 shares
    Change vs previous 13F +1,420 shares

    0.32% of the 13F portfolio, value $1,092,654.

    13F-HR 0002055104-25-000004 filed by RFG - Bristol 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 ended2025-06-30
    13F 5,616 shares
    Change vs previous 13F -1,531 shares

    0.25% of the 13F portfolio, value $804,120.

    13F-HR 0001085146-25-004554 filed by RFG - Bristol 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 ended2025-03-31
    13F 7,147 shares
    Change vs previous 13F -380 shares

    0.4% of the 13F portfolio, value $1,195,606.

    13F-HR 0001085146-25-002759 filed by RFG - Bristol Wealth 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 ended2024-12-31
    13F 7,527 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,090,226.

    13F-HR 0001085146-25-001089 filed by RFG - Bristol Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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