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Sheaff Brock Investment Advisors, LLC: CVX position timeline

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

Sheaff Brock Investment Advisors, LLC held 32,907 CVX shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 32,907 shares
    Change vs previous 13F -782 shares

    0.51% of the 13F portfolio, value $5,504,994.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock Investment 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 ended2024-12-31
    13F 33,689 shares
    Change vs previous 13F -252 shares

    0.42% of the 13F portfolio, value $4,879,500.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock Investment 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 ended2024-09-30
    13F 33,941 shares
    Change vs previous 13F -424 shares

    0.44% of the 13F portfolio, value $4,998,489.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock Investment 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 ended2024-06-30
    13F 34,365 shares
    Change vs previous 13F -4,707 shares

    0.5% of the 13F portfolio, value $5,375,440.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock Investment 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 ended2024-03-31
    13F 39,072 shares
    Change vs previous 13F -13,722 shares

    0.49% of the 13F portfolio, value $6,163,236.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock Investment 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 ended2023-12-31
    13F 52,794 shares
    Change vs previous 13F +7,772 shares

    0.71% of the 13F portfolio, value $7,874,771.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock Investment 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 ended2023-09-30
    13F 45,022 shares
    Change vs previous 13F +10,757 shares

    0.76% of the 13F portfolio, value $7,591,578.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 34,265 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,391,568.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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