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Sequoia Financial Advisors, LLC: CVX position timeline

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

Sequoia Financial Advisors, LLC held 173,771 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 173,771 shares
    Change vs previous 13F +13,053 shares

    0.14% of the 13F portfolio, value $28,804,250.

    13F-HR 0001599900-26-000003 filed by Sequoia Financial 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 160,718 shares
    Change vs previous 13F +3,966 shares

    0.19% of the 13F portfolio, value $33,252,394.

    13F-HR 0001599900-26-000002 filed by Sequoia Financial 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 156,752 shares
    Change vs previous 13F +4,071 shares

    0.13% of the 13F portfolio, value $23,890,502.

    13F-HR 0001599900-26-000001 filed by Sequoia Financial 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 152,681 shares
    Change vs previous 13F +14,611 shares

    0.14% of the 13F portfolio, value $23,709,900.

    13F-HR 0001599900-25-000004 filed by Sequoia Financial 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/A 138,070 shares
    Change vs previous 13F +3,611 shares

    0.14% of the 13F portfolio, value $19,770,264.

    13F-HR 0001085146-25-004180 filed by Sequoia Financial 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/A 134,459 shares
    Change vs previous 13F +3,932 shares

    0.17% of the 13F portfolio, value $22,493,592.

    13F-HR 0001085146-25-002275 filed by Sequoia Financial 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/A 130,527 shares
    Change vs previous 13F +9,409 shares

    0.18% of the 13F portfolio, value $18,905,494.

    13F-HR/A 0001085146-25-004759 filed by Sequoia Financial 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 121,118 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $17,837,041.

    13F-HR 0001085146-24-005038 filed by Sequoia Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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