Skip to content
Disclosery

9258 Wealth Management, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 14,427 CVX shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 14,427 shares
    Change vs previous 13F +94 shares

    0.31% of the 13F portfolio, value $2,124,696.

    13F-HR 0001765380-24-000439 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 14,333 shares
    Change vs previous 13F +894 shares

    0.35% of the 13F portfolio, value $2,241,999.

    13F-HR 0001765380-24-000258 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 13,439 shares
    Change vs previous 13F -95 shares

    0.33% of the 13F portfolio, value $2,119,927.

    13F-HR 0001765380-24-000182 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F/A 13,534 shares
    Change vs previous 13F -56 shares

    0.35% of the 13F portfolio, value $2,018,790.

    13F-HR/A 0001765380-24-000083 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 13,590 shares
    Change vs previous 13F +319 shares

    0.45% of the 13F portfolio, value $2,291,478.

    13F-HR 0001765380-23-000219 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 13,271 shares
    Change vs previous 13F -64 shares

    0.39% of the 13F portfolio, value $2,088,252.

    13F-HR 0001765380-23-000157 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 13,335 shares
    Change vs previous 13F +137 shares

    0.44% of the 13F portfolio, value $2,175,747.

    13F-HR 0001765380-23-000081 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 13,198 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,368,882.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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