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U.S. Capital Wealth Advisors, LLC: CVX 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 CVX, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 208,655 CVX 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 208,655 shares
    Change vs previous 13F -4,659 shares

    1.09% of the 13F portfolio, value $43,170,640.

    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 213,314 shares
    Change vs previous 13F +1,005 shares

    0.85% of the 13F portfolio, value $32,511,245.

    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 212,309 shares
    Change vs previous 13F +905 shares

    0.89% of the 13F portfolio, value $32,969,513.

    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 211,404 shares
    Change vs previous 13F +11,777 shares

    0.88% of the 13F portfolio, value $30,270,879.

    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 199,627 shares
    Change vs previous 13F +21,932 shares

    1.02% of the 13F portfolio, value $33,395,610.

    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 177,695 shares
    Change vs previous 13F -1,396 shares

    0.8% of the 13F portfolio, value $25,737,354.

    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 179,091 shares
    Change vs previous 13F -13,384 shares

    0.93% of the 13F portfolio, value $26,374,761.

    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 192,475 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $30,107,017.

    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).