GREAT VALLEY ADVISOR GROUP, INC.: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GREAT VALLEY ADVISOR GROUP, INC. on CVX, newest first. How the timeline and the estimate are built.
GREAT VALLEY ADVISOR GROUP, INC. held 53,676 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 53,676 sharesChange vs previous 13F -8,496 shares
0.14% of the 13F portfolio, value $8,897,489.
13F-HR 0001769897-26-000003 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 62,172 sharesChange vs previous 13F +7,485 shares
0.23% of the 13F portfolio, value $12,863,369.
13F-HR 0001769897-26-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,687 sharesChange vs previous 13F -6,141 shares
0.16% of the 13F portfolio, value $8,335,209.
13F-HR 0001769897-26-000001 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,828 sharesChange vs previous 13F -4,970 shares
0.19% of the 13F portfolio, value $9,445,841.
13F-HR 0001769897-25-000002 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 65,798 sharesChange vs previous 13F -29,995 shares
0.21% of the 13F portfolio, value $9,421,563.
13F-HR 0001085146-25-005125 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 95,793 sharesChange vs previous 13F -12,460 shares
0.34% of the 13F portfolio, value $16,025,437.
13F-HR 0001085146-25-002763 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 108,253 sharesChange vs previous 13F +42,358 shares
0.35% of the 13F portfolio, value $15,679,046.
13F-HR 0001085146-25-001764 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 65,895 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $9,704,552.
13F-HR 0001085146-24-005492 filed by GREAT VALLEY ADVISOR GROUP, INC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).