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Visionary Wealth Advisors: CVX position timeline

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

Visionary Wealth Advisors held 81,320 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 81,320 shares
    Change vs previous 13F +2,016 shares

    0.53% of the 13F portfolio, value $13,479,527.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 79,304 shares
    Change vs previous 13F -400 shares

    0.73% of the 13F portfolio, value $16,407,945.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 79,704 shares
    Change vs previous 13F +1,009 shares

    0.55% of the 13F portfolio, value $12,147,628.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 78,695 shares
    Change vs previous 13F -292 shares

    0.57% of the 13F portfolio, value $12,220,483.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 78,987 shares
    Change vs previous 13F +3,043 shares

    0.58% of the 13F portfolio, value $11,310,098.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 75,944 shares
    Change vs previous 13F -1,237 shares

    0.76% of the 13F portfolio, value $12,704,650.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 77,181 shares
    Change vs previous 13F +125 shares

    0.66% of the 13F portfolio, value $11,178,938.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 77,056 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $11,348,082.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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