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Disclosery

Wallace Advisory Group, LLC: CVX position timeline

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

Wallace Advisory Group, LLC held 42,280 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,280 shares
    Change vs previous 13F +393 shares

    6.59% of the 13F portfolio, value $7,008,333.

    13F-HR 0001932645-26-000003 filed by Wallace Advisory Group, LLC
    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 41,887 shares
    Change vs previous 13F -280 shares

    9.26% of the 13F portfolio, value $8,666,421.

    13F-HR 0001932645-26-000002 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 42,167 shares
    Change vs previous 13F -2,123 shares

    6.74% of the 13F portfolio, value $6,426,672.

    13F-HR 0001932645-26-000001 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 44,290 shares
    Change vs previous 13F -684 shares

    5.1% of the 13F portfolio, value $6,341,885.

    13F-HR 0001932645-25-000002 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 44,974 shares
    Change vs previous 13F +481 shares

    5.46% of the 13F portfolio, value $7,523,700.

    13F-HR 0001085146-25-004313 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 44,493 shares
    Change vs previous 13F -56 shares

    4.46% of the 13F portfolio, value $6,444,366.

    13F-HR 0001085146-25-001938 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 44,549 shares
    Change vs previous 13F +310 shares

    4.53% of the 13F portfolio, value $6,560,732.

    13F-HR 0001085146-25-000155 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 44,239 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $6,919,865.

    13F-HR 0001085146-24-004642 filed by Wallace Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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