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U.S. Capital Wealth Advisors, LLC: CVE position timeline

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

U.S. Capital Wealth Advisors, LLC held 685,981 CVE shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 685,981 shares
    Change vs previous 13F -84,356 shares

    0.46% of the 13F portfolio, value $18,199,067.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth 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 770,337 shares
    Change vs previous 13F +5,147 shares

    0.34% of the 13F portfolio, value $13,034,105.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 765,190 shares
    Change vs previous 13F +12,949 shares

    0.35% of the 13F portfolio, value $13,000,583.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 752,241 shares
    Change vs previous 13F +97,108 shares

    0.3% of the 13F portfolio, value $10,230,481.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 655,133 shares
    Change vs previous 13F +265,638 shares

    0.28% of the 13F portfolio, value $9,112,898.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 389,495 shares
    Change vs previous 13F -48,620 shares

    0.18% of the 13F portfolio, value $5,900,854.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 438,115 shares
    Change vs previous 13F +93,651 shares

    0.26% of the 13F portfolio, value $7,329,664.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 344,464 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $6,772,161.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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