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Disclosery

Waterford Advisors, LLC: CVX position timeline

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

Waterford Advisors, LLC held 1,497 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,497 shares
    Change vs previous 13F +68 shares

    0.07% of the 13F portfolio, value $248,143.

    13F-HR 0001960657-26-000003 filed by Waterford Advisors, 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 1,429 shares
    Change vs previous 13F +50 shares

    0.1% of the 13F portfolio, value $301,105.

    13F-HR 0001960657-26-000002 filed by Waterford 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 ended2025-12-31
    13F 1,379 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $210,173.

    13F-HR 0001960657-26-000001 filed by Waterford 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 ended2025-09-30
    13F 1,379 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $214,145.

    13F-HR 0001960657-25-000007 filed by Waterford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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