Skip to content
Disclosery

Concurrent Investment Advisors, LLC: CVX position timeline

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

Concurrent Investment Advisors, LLC held 184,166 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 184,166 shares
    Change vs previous 13F +21,534 shares

    0.26% of the 13F portfolio, value $30,527,420.

    13F-HR 0002085853-26-000862 filed by Concurrent Investment 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 162,632 shares
    Change vs previous 13F +15,200 shares

    0.37% of the 13F portfolio, value $33,648,458.

    13F-HR 0002085853-26-000427 filed by Concurrent Investment 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 147,432 shares
    Change vs previous 13F +26,365 shares

    0.26% of the 13F portfolio, value $22,469,989.

    13F-HR 0002085853-26-000143 filed by Concurrent Investment 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 121,067 shares
    Change vs previous 13F -722 shares

    0.32% of the 13F portfolio, value $18,800,554.

    13F-HR 0002085853-25-000174 filed by Concurrent Investment 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 121,789 shares
    Change vs previous 13F +9,600 shares

    0.34% of the 13F portfolio, value $17,439,034.

    13F-HR 0001667731-25-000961 filed by Concurrent Investment 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 112,189 shares
    Change vs previous 13F +28,213 shares

    0.46% of the 13F portfolio, value $18,768,080.

    13F-HR 0001667731-25-000551 filed by Concurrent Investment 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 83,976 shares
    Change vs previous 13F -7,883 shares

    0.33% of the 13F portfolio, value $12,163,049.

    13F-HR 0001667731-25-000197 filed by Concurrent Investment 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 91,859 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $13,528,039.

    13F-HR 0002001015-24-000007 filed by Concurrent Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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