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Diversify Advisory Services, LLC: CVX position timeline

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

Diversify Advisory Services, LLC held 176,196 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,196 shares
    Change vs previous 13F +89,058 shares

    0.28% of the 13F portfolio, value $33,477,394.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 88,098 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 88,098 shares

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

  2. period ended2026-03-31
    13F 87,138 shares
    Change vs previous 13F -19,854 shares

    0.27% of the 13F portfolio, value $16,749,710.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 3,708 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 83,430 shares

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

  3. period ended2025-12-31
    13F 106,992 shares
    Change vs previous 13F +23,840 shares

    0.33% of the 13F portfolio, value $17,688,407.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 65,121 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,871 shares

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

  4. period ended2025-09-30
    13F 83,152 shares
    Change vs previous 13F -1,090 shares

    0.27% of the 13F portfolio, value $12,808,760.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 41,472 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 41,680 shares

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

  5. period ended2025-06-30
    13F 84,242 shares
    Change vs previous 13F +20,865 shares

    0.31% of the 13F portfolio, value $13,010,416.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 44,145 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 40,097 shares

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

  6. period ended2025-03-31
    13F 63,377 shares
    Change vs previous 13F +1,348 shares

    0.3% of the 13F portfolio, value $8,828,360.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,647 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 35,730 shares

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

  7. period ended2024-12-31
    13F 62,029 shares
    Change vs previous 13F +3,041 shares

    0.31% of the 13F portfolio, value $9,499,139.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 31,546 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 30,483 shares

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

  8. period ended2024-09-30
    13F 58,988 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,893,593.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 38,824 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 20,164 shares

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