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Disclosery

XML Financial, LLC: CVX position timeline

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

XML Financial, LLC held 35,027 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 35,027 shares
    Change vs previous 13F -919 shares

    0.42% of the 13F portfolio, value $5,806,075.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 35,946 shares
    Change vs previous 13F -6,568 shares

    0.6% of the 13F portfolio, value $7,437,322.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 42,514 shares
    Change vs previous 13F -2,567 shares

    0.53% of the 13F portfolio, value $6,479,559.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 45,081 shares
    Change vs previous 13F -577 shares

    0.57% of the 13F portfolio, value $7,000,654.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 45,658 shares
    Change vs previous 13F +77 shares

    0.57% of the 13F portfolio, value $6,537,711.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 45,581 shares
    Change vs previous 13F +145 shares

    0.71% of the 13F portfolio, value $7,625,294.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 45,436 shares
    Change vs previous 13F +255 shares

    0.6% of the 13F portfolio, value $6,580,932.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 45,181 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $6,653,766.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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