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Soltis Investment Advisors LLC: CVX position timeline

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

Soltis Investment Advisors LLC held 71,868 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,868 shares
    Change vs previous 13F -4,525 shares

    0.69% of the 13F portfolio, value $11,912,853.

    13F-HR 0001802530-26-000004 filed by Soltis 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 ended2026-03-31
    13F 76,393 shares
    Change vs previous 13F +924 shares

    1.03% of the 13F portfolio, value $15,805,797.

    13F-HR 0001802530-26-000003 filed by Soltis 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 ended2025-12-31
    13F/A 75,469 shares
    Change vs previous 13F +2,568 shares

    0.76% of the 13F portfolio, value $11,502,239.

    13F-HR/A 0001802530-26-000002 filed by Soltis 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 ended2025-09-30
    13F 72,901 shares
    Change vs previous 13F +2,176 shares

    0.78% of the 13F portfolio, value $11,320,852.

    13F-HR 0001802530-25-000007 filed by Soltis 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 ended2025-06-30
    13F 70,725 shares
    Change vs previous 13F -11,290 shares

    0.8% of the 13F portfolio, value $10,127,136.

    13F-HR 0001802530-25-000004 filed by Soltis 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 ended2025-03-31
    13F 82,015 shares
    Change vs previous 13F +2,515 shares

    1.23% of the 13F portfolio, value $13,720,287.

    13F-HR 0001802530-25-000003 filed by Soltis 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 ended2024-12-31
    13F 79,500 shares
    Change vs previous 13F +8,744 shares

    1.07% of the 13F portfolio, value $11,514,719.

    13F-HR 0001802530-25-000002 filed by Soltis 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 ended2024-09-30
    13F/A 70,756 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,420,195.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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