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Disclosery

Warm Springs Advisors Inc.: CVX position timeline

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

Warm Springs Advisors Inc. held 3,911 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,911 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $648,287.

    13F-HR 0001214659-26-010000 filed by Warm Springs Advisors Inc.
    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 3,911 shares
    Change vs previous 13F -71 shares

    0.69% of the 13F portfolio, value $809,186.

    13F-HR 0001214659-26-005329 filed by Warm Springs Advisors Inc.
    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 3,982 shares
    Change vs previous 13F -158 shares

    0.47% of the 13F portfolio, value $606,897.

    13F-HR 0001214659-26-000880 filed by Warm Springs Advisors Inc.
    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 4,140 shares
    Change vs previous 13F +229 shares

    0.49% of the 13F portfolio, value $642,831.

    13F-HR 0001214659-25-016243 filed by Warm Springs Advisors Inc.
    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 3,911 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $560,016.

    13F-HR 0001214659-25-011580 filed by Warm Springs Advisors Inc.
    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 3,911 shares
    Change vs previous 13F +212 shares

    0.66% of the 13F portfolio, value $654,271.

    13F-HR 0001214659-25-011578 filed by Warm Springs Advisors Inc.
    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 3,699 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $535,763.

    13F-HR 0001214659-25-003041 filed by Warm Springs Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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