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Kestra Advisory Services, LLC: CVX position timeline

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

Kestra Advisory Services, LLC held 559,945 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 559,945 shares
    Change vs previous 13F -7,759 shares

    0.21% of the 13F portfolio, value $92,816,380.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 210,209 shares
    • Kestra Advisory Services, LLC: 343,941 shares
    • Kestra Investment Management, LLC: 5,795 shares

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

  2. period ended2026-03-31
    13F 567,704 shares
    Change vs previous 13F +39,489 shares

    0.29% of the 13F portfolio, value $117,458,205.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 222,204 shares
    • Kestra Advisory Services, LLC: 343,030 shares
    • Kestra Investment Management, LLC: 2,470 shares

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

  3. period ended2025-12-31
    13F 528,215 shares
    Change vs previous 13F +12,226 shares

    0.22% of the 13F portfolio, value $80,505,262.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 197,582 shares
    • Kestra Advisory Services, LLC: 326,405 shares
    • Kestra Investment Management, LLC: 4,228 shares

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

  4. period ended2025-09-30
    13F 515,989 shares
    Change vs previous 13F +36,385 shares

    0.24% of the 13F portfolio, value $80,127,814.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 196,976 shares
    • Kestra Advisory Services, LLC: 314,683 shares
    • Kestra Investment Management, LLC: 4,330 shares

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

  5. period ended2025-06-30
    13F/A 479,604 shares
    Change vs previous 13F +11,212 shares

    0.22% of the 13F portfolio, value $68,674,552.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 167,377 shares
    • Kestra Advisory Services, LLC: 307,339 shares
    • Kestra Investment Management, LLC: 4,888 shares

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

  6. period ended2025-03-31
    13F/A 468,392 shares
    Change vs previous 13F -20,255 shares

    0.26% of the 13F portfolio, value $78,357,298.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 164,553 shares
    • Kestra Advisory Services, LLC: 295,875 shares
    • Kestra Investment Management, LLC: 7,964 shares

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

  7. period ended2024-12-31
    13F 488,647 shares
    Change vs previous 13F +24,493 shares

    0.26% of the 13F portfolio, value $70,775,641.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 164,382 shares
    • Kestra Advisory Services, LLC: 316,907 shares
    • Kestra Investment Management, LLC: 7,358 shares

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

  8. period ended2024-09-30
    13F 464,154 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $68,355,893.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 146,062 shares
    • Kestra Advisory Services, LLC: 311,012 shares
    • Kestra Investment Management, LLC: 7,080 shares

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