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Disclosery

Sowell Financial Services LLC: CVX position timeline

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

Sowell Financial Services LLC held 73,222 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,222 shares
    Change vs previous 13F -1,075 shares

    0.4% of the 13F portfolio, value $12,137,248.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 74,297 shares
    Change vs previous 13F -1,670 shares

    0.57% of the 13F portfolio, value $15,372,085.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 75,967 shares
    Change vs previous 13F +2,593 shares

    0.43% of the 13F portfolio, value $11,578,185.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 73,374 shares
    Change vs previous 13F -6,325 shares

    0.44% of the 13F portfolio, value $11,394,274.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 79,699 shares
    Change vs previous 13F +4,557 shares

    0.46% of the 13F portfolio, value $11,412,041.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 75,142 shares
    Change vs previous 13F -5,294 shares

    0.57% of the 13F portfolio, value $12,570,500.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 80,436 shares
    Change vs previous 13F +202 shares

    0.61% of the 13F portfolio, value $11,650,288.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 80,234 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $11,816,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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