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Valeo Financial Advisors, LLC: CVX position timeline

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

Valeo Financial Advisors, LLC held 46,618 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,618 shares
    Change vs previous 13F +1,028 shares

    0.2% of the 13F portfolio, value $9,519,947.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 45,590 shares
    Change vs previous 13F +1,258 shares

    0.16% of the 13F portfolio, value $7,557,508.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 44,332 shares
    Change vs previous 13F -4,682 shares

    0.22% of the 13F portfolio, value $9,173,137.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 49,014 shares
    Change vs previous 13F -1,459 shares

    0.17% of the 13F portfolio, value $7,470,241.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 50,473 shares
    Change vs previous 13F +2,129 shares

    0.18% of the 13F portfolio, value $7,838,001.

    13F-HR 0001722641-25-000007 filed by Valeo Financial 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 ended2025-06-30
    13F/A 48,344 shares
    Change vs previous 13F -1,245 shares

    0.17% of the 13F portfolio, value $6,922,376.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial 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 ended2025-03-31
    13F 49,589 shares
    Change vs previous 13F +5,873 shares

    0.23% of the 13F portfolio, value $8,295,567.

    13F-HR 0001722641-25-000002 filed by Valeo Financial 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 ended2024-12-31
    13F 43,716 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,331,818.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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