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TrueWealth Advisors, LLC: CVX position timeline

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

TrueWealth Advisors, LLC held 12,966 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 12,966 shares
    Change vs previous 13F +2,331 shares

    0.59% of the 13F portfolio, value $2,647,754.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,635 shares
    Change vs previous 13F -58 shares

    0.4% of the 13F portfolio, value $1,762,924.

    13F-HR 0002085853-26-000650 filed by TrueWealth 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 10,693 shares
    Change vs previous 13F -210 shares

    0.56% of the 13F portfolio, value $2,212,343.

    13F-HR 0002085853-26-000303 filed by TrueWealth 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 10,903 shares
    Change vs previous 13F -102 shares

    0.43% of the 13F portfolio, value $1,661,749.

    13F-HR 0002085853-26-000015 filed by TrueWealth 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 11,005 shares
    Change vs previous 13F -188 shares

    0.46% of the 13F portfolio, value $1,708,933.

    13F-HR 0002085853-25-000096 filed by TrueWealth 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 11,193 shares
    Change vs previous 13F -191 shares

    0.47% of the 13F portfolio, value $1,602,699.

    13F-HR 0001817714-25-000004 filed by TrueWealth 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 11,384 shares
    Change vs previous 13F -205 shares

    0.63% of the 13F portfolio, value $1,904,406.

    13F-HR 0001817714-25-000003 filed by TrueWealth 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 11,589 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,678,553.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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