Skip to content
Disclosery

TCI Wealth Advisors, Inc.: CVX position timeline

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

TCI Wealth Advisors, Inc. held 27,360 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,360 shares
    Change vs previous 13F +388 shares

    0.2% of the 13F portfolio, value $4,535,224.

    13F-HR 0002085853-26-000896 filed by TCI Wealth Advisors, Inc.
    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 26,972 shares
    Change vs previous 13F -784 shares

    0.3% of the 13F portfolio, value $5,580,450.

    13F-HR 0002085853-26-000512 filed by TCI Wealth Advisors, Inc.
    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 27,756 shares
    Change vs previous 13F -478 shares

    0.23% of the 13F portfolio, value $4,230,306.

    13F-HR 0002085853-26-000168 filed by TCI Wealth Advisors, Inc.
    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 28,234 shares
    Change vs previous 13F -120 shares

    0.26% of the 13F portfolio, value $4,384,519.

    13F-HR 0002085853-25-000069 filed by TCI Wealth Advisors, Inc.
    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 28,354 shares
    Change vs previous 13F -47 shares

    0.28% of the 13F portfolio, value $4,060,048.

    13F-HR 0001667731-25-000838 filed by TCI Wealth Advisors, Inc.
    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 28,401 shares
    Change vs previous 13F -323 shares

    0.38% of the 13F portfolio, value $4,751,177.

    13F-HR 0001667731-25-000462 filed by TCI Wealth Advisors, Inc.
    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 28,724 shares
    Change vs previous 13F -103 shares

    0.35% of the 13F portfolio, value $4,160,367.

    13F-HR 0001667731-25-000112 filed by TCI Wealth Advisors, Inc.
    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 28,827 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,245,371.

    13F-HR 0001583751-24-000006 filed by TCI Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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