TrustWell Financial Advisors, LLC: CVX position timeline

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

TrustWell Financial Advisors, LLC held 1,310 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

period ended2026-06-30
13F 1,310 shares
Change vs previous 13F 0 shares
0.18% of the 13F portfolio, value $217,146.
13F-HR 0002133429-26-000004 filed by TrustWell Financial Advisors, LLC
Filed 2026-07-22 (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).
period ended2026-03-31
13F 1,310 shares
Change vs previous 13F not available
0.25% of the 13F portfolio, value $271,039.
13F-HR 0002133429-26-000002 filed by TrustWell Financial Advisors, LLC
Filed 2026-05-07 (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).