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Steward Partners Investment Advisory, LLC: CVX position timeline

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

Steward Partners Investment Advisory, LLC held 323,860 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 323,860 shares
    Change vs previous 13F -193,197 shares

    0.27% of the 13F portfolio, value $53,683,075.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 517,057 shares
    Change vs previous 13F +22,575 shares

    0.55% of the 13F portfolio, value $106,979,317.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 494,482 shares
    Change vs previous 13F +21,295 shares

    0.41% of the 13F portfolio, value $75,363,918.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 473,187 shares
    Change vs previous 13F +224,563 shares

    0.42% of the 13F portfolio, value $73,481,227.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 248,624 shares
    Change vs previous 13F +1,305 shares

    0.28% of the 13F portfolio, value $35,600,471.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 247,319 shares
    Change vs previous 13F +1,168 shares

    0.37% of the 13F portfolio, value $41,373,997.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 246,151 shares
    Change vs previous 13F -25,965 shares

    0.32% of the 13F portfolio, value $35,652,482.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 272,116 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $40,074,475.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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