Vanguard Capital Wealth Advisors: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vanguard Capital Wealth Advisors on CVX, newest first. How the timeline and the estimate are built.
Vanguard Capital Wealth Advisors held 2,818 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,818 sharesChange vs previous 13F +50 shares
0.32% of the 13F portfolio, value $467,112.
13F-HR 0001730578-26-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,768 sharesChange vs previous 13F +400 shares
0.53% of the 13F portfolio, value $572,699.
13F-HR 0001730578-26-000002 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,368 sharesChange vs previous 13F +310 shares
0.29% of the 13F portfolio, value $360,907.
13F-HR 0001730578-26-000001 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,058 sharesChange vs previous 13F -360 shares
0.26% of the 13F portfolio, value $319,587.
13F-HR 0001730578-25-000003 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,418 sharesChange vs previous 13F +264 shares
0.34% of the 13F portfolio, value $346,233.
13F-HR 0001085146-25-003758 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,154 sharesChange vs previous 13F -304 shares
0.44% of the 13F portfolio, value $360,343.
13F-HR 0001085146-25-002065 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,458 sharesChange vs previous 13F +100 shares
0.39% of the 13F portfolio, value $356,017.
13F-HR 0001085146-25-001730 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,358 sharesChange vs previous 13F not available
0.37% of the 13F portfolio, value $347,263.
13F-HR 0001085146-24-005164 filed by Vanguard Capital Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).