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TruWealth Advisors, LLC: CVX position timeline

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

TruWealth Advisors, LLC held 26,462 CVX shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 26,462 shares
    Change vs previous 13F -334 shares

    0.26% of the 13F portfolio, value $5,475,382.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 26,796 shares
    Change vs previous 13F -822 shares

    0.2% of the 13F portfolio, value $4,083,993.

    13F-HR 0002085853-26-000014 filed by TruWealth 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 ended2025-09-30
    13F 27,618 shares
    Change vs previous 13F -369 shares

    0.22% of the 13F portfolio, value $4,288,905.

    13F-HR 0002085853-25-000011 filed by TruWealth 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 ended2025-06-30
    13F 27,987 shares
    Change vs previous 13F -84,968 shares

    0.22% of the 13F portfolio, value $4,007,483.

    13F-HR 0001667731-25-000725 filed by TruWealth 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 ended2025-03-31
    13F 112,955 shares
    Change vs previous 13F +3,378 shares

    1.14% of the 13F portfolio, value $18,896,043.

    13F-HR 0001667731-25-000395 filed by TruWealth 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 ended2024-12-31
    13F 109,577 shares
    Change vs previous 13F +2,030 shares

    0.96% of the 13F portfolio, value $15,870,915.

    13F-HR 0001667731-25-000029 filed by TruWealth 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 ended2024-09-30
    13F 107,547 shares
    Change vs previous 13F -390 shares

    0.97% of the 13F portfolio, value $15,838,248.

    13F-HR 0001834985-24-000005 filed by TruWealth 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 ended2024-06-30
    13F 107,937 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $16,883,431.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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