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Waverly Advisors, LLC: CVX position timeline

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

Waverly Advisors, LLC held 177,024 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 177,024 shares
    Change vs previous 13F +30,172 shares

    0.17% of the 13F portfolio, value $29,343,477.

    13F-HR 0001398344-26-014582 filed by Waverly 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 146,852 shares
    Change vs previous 13F +5,394 shares

    0.23% of the 13F portfolio, value $30,383,861.

    13F-HR 0001398344-26-009223 filed by Waverly 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 141,458 shares
    Change vs previous 13F +40,975 shares

    0.17% of the 13F portfolio, value $21,559,630.

    13F-HR 0001398344-26-003224 filed by Waverly 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 100,483 shares
    Change vs previous 13F +2,071 shares

    0.16% of the 13F portfolio, value $15,604,004.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 98,412 shares
    Change vs previous 13F +10,591 shares

    0.15% of the 13F portfolio, value $14,091,611.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 87,821 shares
    Change vs previous 13F +10,621 shares

    0.18% of the 13F portfolio, value $14,691,495.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, 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 77,200 shares
    Change vs previous 13F +15,274 shares

    0.17% of the 13F portfolio, value $11,181,673.

    13F-HR 0001398344-25-002762 filed by Waverly Advisors, 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 61,926 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $9,119,784.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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