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Disclosery

USCA RIA LLC: CVX position timeline

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

USCA RIA LLC held 167,952 CVX shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 167,952 shares
    Change vs previous 13F +1,717 shares

    1.07% of the 13F portfolio, value $17,591,000.

    13F-HR 0001754960-21-000148 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-03-31
    13F 166,235 shares
    Change vs previous 13F +7,815 shares

    1.15% of the 13F portfolio, value $17,420,000.

    13F-HR 0001754960-21-000068 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-12-31
    13F 158,420 shares
    Change vs previous 13F +16,603 shares

    0.94% of the 13F portfolio, value $13,379,000.

    13F-HR 0001754960-21-000025 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2020-09-30
    13F 141,817 shares
    Change vs previous 13F +20,054 shares

    0.8% of the 13F portfolio, value $10,211,000.

    13F-HR 0001754960-20-000073 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-06-30
    13F 121,763 shares
    Change vs previous 13F +15,781 shares

    0.96% of the 13F portfolio, value $10,865,000.

    13F-HR 0001754960-20-000058 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-03-31
    13F/A 105,982 shares
    Change vs previous 13F +29,341 shares

    0.89% of the 13F portfolio, value $7,679,000.

    13F-HR/A 0001754960-20-000029 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-12-31
    13F 76,641 shares
    Change vs previous 13F +8,670 shares

    0.83% of the 13F portfolio, value $9,236,000.

    13F-HR 0001525212-20-000001 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2019-09-30
    13F/A 67,971 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,061,000.

    13F-HR/A 0001525212-19-000007 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

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