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Wealthspire Advisors, LLC: CVX position timeline

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

Wealthspire Advisors, LLC held 248,370 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,370 shares
    Change vs previous 13F +189,300 shares

    0.23% of the 13F portfolio, value $41,169,780.

    13F-HR 0001646247-26-000005 filed by Wealthspire 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 59,070 shares
    Change vs previous 13F -6,497 shares

    0.1% of the 13F portfolio, value $12,221,579.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 65,567 shares
    Change vs previous 13F -49,499 shares

    0.08% of the 13F portfolio, value $9,993,071.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 115,066 shares
    Change vs previous 13F -5,244 shares

    0.09% of the 13F portfolio, value $17,868,724.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 120,310 shares
    Change vs previous 13F -6,712 shares

    0.1% of the 13F portfolio, value $17,227,278.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 127,022 shares
    Change vs previous 13F +63,897 shares

    0.13% of the 13F portfolio, value $21,249,722.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 63,125 shares
    Change vs previous 13F -3,431 shares

    0.09% of the 13F portfolio, value $9,142,929.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 66,556 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $9,801,753.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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