Skip to content
Disclosery

TRAPHAGEN INVESTMENT ADVISORS LLC: CVX position timeline

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

TRAPHAGEN INVESTMENT ADVISORS LLC held 13,735 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,735 shares
    Change vs previous 13F -131 shares

    0.19% of the 13F portfolio, value $2,804,725.

    13F-HR 0002023380-26-000005 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,866 shares
    Change vs previous 13F -500 shares

    0.16% of the 13F portfolio, value $2,298,409.

    13F-HR 0002023380-26-000003 filed by TRAPHAGEN 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 ended2026-03-31
    13F 14,366 shares
    Change vs previous 13F +1,941 shares

    0.24% of the 13F portfolio, value $2,972,242.

    13F-HR 0002023380-26-000002 filed by TRAPHAGEN 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 ended2025-12-31
    13F 12,425 shares
    Change vs previous 13F +73 shares

    0.16% of the 13F portfolio, value $1,893,737.

    13F-HR 0002023380-26-000001 filed by TRAPHAGEN 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 ended2025-09-30
    13F 12,352 shares
    Change vs previous 13F +1,620 shares

    0.17% of the 13F portfolio, value $1,918,166.

    13F-HR 0002023380-25-000007 filed by TRAPHAGEN 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 ended2025-06-30
    13F 10,732 shares
    Change vs previous 13F +276 shares

    0.15% of the 13F portfolio, value $1,536,659.

    13F-HR 0002023380-25-000006 filed by TRAPHAGEN 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 ended2025-03-31
    13F 10,456 shares
    Change vs previous 13F +1,089 shares

    0.18% of the 13F portfolio, value $1,749,224.

    13F-HR 0002023380-25-000002 filed by TRAPHAGEN 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 ended2024-12-31
    13F 9,367 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,356,661.

    13F-HR 0002023380-25-000001 filed by TRAPHAGEN INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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