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TRUE Private Wealth Advisors: CVX position timeline

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

TRUE Private Wealth Advisors held 16,558 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,558 shares
    Change vs previous 13F -16,347 shares

    0.24% of the 13F portfolio, value $2,744,578.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 32,905 shares
    Change vs previous 13F -824 shares

    0.65% of the 13F portfolio, value $6,808,059.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 33,729 shares
    Change vs previous 13F +253 shares

    0.52% of the 13F portfolio, value $5,140,694.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 33,476 shares
    Change vs previous 13F -310 shares

    0.53% of the 13F portfolio, value $5,198,587.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 33,786 shares
    Change vs previous 13F +1,078 shares

    0.54% of the 13F portfolio, value $4,837,826.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 32,708 shares
    Change vs previous 13F -989 shares

    0.66% of the 13F portfolio, value $5,471,796.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 33,697 shares
    Change vs previous 13F -1,109 shares

    0.59% of the 13F portfolio, value $4,880,764.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 34,806 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,125,920.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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