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OneAscent Financial Services LLC: CVX position timeline

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

OneAscent Financial Services LLC held 18,751 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,751 shares
    Change vs previous 13F -3,560 shares

    0.11% of the 13F portfolio, value $3,108,030.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 7,150 shares
    • OneAscent Wealth Management LLC: 5,869 shares
    • OneAscent Investment Solutions LLC: 1,644 shares
    • OneAscent Family Office, LLC: 4,088 shares

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

  2. period ended2026-03-31
    13F 22,311 shares
    Change vs previous 13F +1,634 shares

    0.19% of the 13F portfolio, value $4,616,356.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 11,301 shares
    • OneAscent Wealth Management LLC: 5,948 shares
    • OneAscent Investment Solutions LLC: 1,062 shares
    • OneAscent Family Office, LLC: 4,000 shares

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

  3. period ended2025-12-31
    13F 20,677 shares
    Change vs previous 13F +119 shares

    0.21% of the 13F portfolio, value $3,151,436.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 10,874 shares
    • OneAscent Wealth Management LLC: 6,177 shares
    • OneAscent Family Office, LLC: 3,626 shares

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

  4. period ended2025-09-30
    13F/A 20,558 shares
    Change vs previous 13F -6,620 shares

    0.26% of the 13F portfolio, value $3,192,401.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 10,457 shares
    • OneAscent Wealth Management LLC: 6,883 shares
    • OneAscent Investment Solutions LLC: 0 shares
    • OneAscent Family Office, LLC: 3,218 shares

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

  5. period ended2025-06-30
    13F 27,178 shares
    Change vs previous 13F +1,453 shares

    0.21% of the 13F portfolio, value $3,902,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 15,656 shares
    • OneAscent Wealth Management LLC: 6,827 shares
    • OneAscent Investment Solutions LLC: 1,713 shares
    • OneAscent Family Office, LLC: 2,982 shares

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

  6. period ended2025-03-31
    13F 25,725 shares
    Change vs previous 13F +11,556 shares

    0.23% of the 13F portfolio, value $4,315,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 17,186 shares
    • OneAscent Wealth Management LLC: 3,641 shares
    • OneAscent Family Office, LLC: 4,898 shares

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

  7. period ended2024-12-31
    13F 14,169 shares
    Change vs previous 13F +3,592 shares

    0.14% of the 13F portfolio, value $2,053,000.

    13F-HR 0001844707-25-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 5,551 shares
    • OneAscent Wealth Management LLC: 6,287 shares
    • OneAscent Family Office, LLC: 2,331 shares

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

  8. period ended2024-09-30
    13F 10,577 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,558,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 3,971 shares
    • OneAscent Wealth Management LLC: 6,606 shares

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