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Disclosery

Wealth Advisory Solutions, LLC: CVX position timeline

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

Wealth Advisory Solutions, LLC held 9,343 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,343 shares
    Change vs previous 13F +73 shares

    0.32% of the 13F portfolio, value $1,548,696.

    13F-HR 0001834802-26-000004 filed by Wealth Advisory Solutions, 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 9,270 shares
    Change vs previous 13F -407 shares

    0.43% of the 13F portfolio, value $1,917,963.

    13F-HR 0001834802-26-000003 filed by Wealth Advisory Solutions, 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 9,677 shares
    Change vs previous 13F -54 shares

    0.34% of the 13F portfolio, value $1,474,872.

    13F-HR 0001834802-26-000002 filed by Wealth Advisory Solutions, 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 9,731 shares
    Change vs previous 13F +17 shares

    0.37% of the 13F portfolio, value $1,511,127.

    13F-HR 0001834802-25-000006 filed by Wealth Advisory Solutions, 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 9,714 shares
    Change vs previous 13F -188 shares

    0.35% of the 13F portfolio, value $1,390,948.

    13F-HR 0001834802-25-000002 filed by Wealth Advisory Solutions, 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 9,902 shares
    Change vs previous 13F -22,132 shares

    0.44% of the 13F portfolio, value $1,656,506.

    13F-HR 0001834802-25-000001 filed by Wealth Advisory Solutions, 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 32,034 shares
    Change vs previous 13F -13,798 shares

    1.3% of the 13F portfolio, value $4,639,805.

    13F-HR 0001835669-25-000002 filed by Wealth Advisory Solutions, 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 45,832 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $6,749,679.

    13F-HR 0001835669-24-000008 filed by Wealth Advisory Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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