TPG Financial Advisors, LLC: CVX position timeline

TPG Financial Advisors, LLC held 1,296 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,296 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $214,825.

   13F-HR 0001706669-26-000008 filed by TPG Financial Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,296 shares

   Change vs previous 13F -105 shares

   0.09% of the 13F portfolio, value $268,142.

   13F-HR 0001706669-26-000006 filed by TPG Financial Advisors, LLC
   Filed 2026-05-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,401 shares

   Change vs previous 13F +1,401 shares

   0.07% of the 13F portfolio, value $213,526.

   13F-HR 0001706669-26-000003 filed by TPG Financial Advisors, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,216 shares

   13F-HR 0001706669-25-000007 filed by TPG Financial Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 1,216 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $203,425.

   13F-HR 0001706669-25-000004 filed by TPG Financial Advisors, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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