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Savvy Advisors, Inc.: CVX position timeline

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

Savvy Advisors, Inc. held 55,364 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,364 shares
    Change vs previous 13F +4,593 shares

    0.2% of the 13F portfolio, value $9,177,178.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 50,771 shares
    Change vs previous 13F +8,469 shares

    0.28% of the 13F portfolio, value $10,504,549.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 42,302 shares
    Change vs previous 13F +11,497 shares

    0.21% of the 13F portfolio, value $6,447,255.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 30,805 shares
    Change vs previous 13F +5,331 shares

    0.22% of the 13F portfolio, value $4,783,768.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 25,474 shares
    Change vs previous 13F +6,473 shares

    0.24% of the 13F portfolio, value $3,647,660.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 19,001 shares
    Change vs previous 13F +4,846 shares

    0.32% of the 13F portfolio, value $3,178,634.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    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 14,155 shares
    Change vs previous 13F +8,398 shares

    0.25% of the 13F portfolio, value $2,050,266.

    13F-HR 0002003633-25-000002 filed by Savvy Advisors, Inc.
    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 5,757 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $847,843.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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