Skip to content
Disclosery

WFG Advisors, LP: CVX position timeline

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

WFG Advisors, LP held 36,357 CVX shares at 2017-06-30 per its 13F-HR filed 2017-08-18.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 36,357 shares
    Change vs previous 13F +5,386 shares

    0.86% of the 13F portfolio, value $3,793,000.

    13F-HR 0001580642-17-004497 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2017-03-31
    13F 30,971 shares
    Change vs previous 13F -11,939 shares

    0.89% of the 13F portfolio, value $3,325,000.

    13F-HR 0001580642-17-002922 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-12-31
    13F/A 42,910 shares
    Change vs previous 13F -16,524 shares

    1.24% of the 13F portfolio, value $5,050,000.

    13F-HR/A 0001580642-17-001343 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-09-30
    13F 59,434 shares
    Change vs previous 13F +1,377 shares

    1.52% of the 13F portfolio, value $6,117,000.

    13F-HR 0001580642-16-012052 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2016-06-30
    13F 58,057 shares
    Change vs previous 13F +4,068 shares

    1.62% of the 13F portfolio, value $6,086,000.

    13F-HR 0001580642-16-010192 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2016-03-31
    13F 53,989 shares
    Change vs previous 13F -2,031 shares

    1.49% of the 13F portfolio, value $5,151,000.

    13F-HR 0001580642-16-008609 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-12-31
    13F 56,020 shares
    Change vs previous 13F -422 shares

    1.51% of the 13F portfolio, value $5,040,000.

    13F-HR 0001580642-16-006748 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-09-30
    13F 56,442 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $4,452,000.

    13F-HR 0001580642-15-005172 filed by WFG Advisors, LP
    Filed (acceptance time not in the bulk data set), ingested

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