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SECURED RETIREMENT ADVISORS, LLC: CVX position timeline

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

SECURED RETIREMENT ADVISORS, LLC held 3,343 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,343 shares
    Change vs previous 13F -6,031 shares

    0.28% of the 13F portfolio, value $554,213.

    13F-HR 0002012356-26-000004 filed by SECURED RETIREMENT 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 9,374 shares
    Change vs previous 13F -654 shares

    1.1% of the 13F portfolio, value $1,939,564.

    13F-HR 0002012356-26-000003 filed by SECURED RETIREMENT 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 10,028 shares
    Change vs previous 13F +436 shares

    0.85% of the 13F portfolio, value $1,528,438.

    13F-HR 0002012356-26-000001 filed by SECURED RETIREMENT 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 9,592 shares
    Change vs previous 13F -2,826 shares

    0.83% of the 13F portfolio, value $1,489,469.

    13F-HR 0002012356-25-000003 filed by SECURED RETIREMENT 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 12,418 shares
    Change vs previous 13F +1,769 shares

    1.06% of the 13F portfolio, value $1,778,102.

    13F-HR 0001085146-25-004057 filed by SECURED RETIREMENT 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 10,649 shares
    Change vs previous 13F -3,831 shares

    1.15% of the 13F portfolio, value $1,781,477.

    13F-HR 0001085146-25-002531 filed by SECURED RETIREMENT 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 14,480 shares
    Change vs previous 13F +1,176 shares

    1.2% of the 13F portfolio, value $2,097,294.

    13F-HR 0001085146-25-000642 filed by SECURED RETIREMENT 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 13,304 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $1,959,322.

    13F-HR 0001085146-24-005199 filed by SECURED RETIREMENT ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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