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Disclosery

Accel Wealth Management: CVX position timeline

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

Accel Wealth Management held 6,545 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,545 shares
    Change vs previous 13F +188 shares

    0.24% of the 13F portfolio, value $1,084,966.

    13F-HR 0001838226-26-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,357 shares
    Change vs previous 13F +516 shares

    0.34% of the 13F portfolio, value $1,315,163.

    13F-HR 0001838226-26-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,841 shares
    Change vs previous 13F -320 shares

    0.24% of the 13F portfolio, value $890,245.

    13F-HR 0001838226-26-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,161 shares
    Change vs previous 13F -305 shares

    0.28% of the 13F portfolio, value $956,740.

    13F-HR 0001838226-25-000006 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,466 shares
    Change vs previous 13F -32 shares

    0.31% of the 13F portfolio, value $925,803.

    13F-HR 0001838226-25-000004 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 6,498 shares
    Change vs previous 13F +114 shares

    0.39% of the 13F portfolio, value $1,086,998.

    13F-HR 0001838226-25-000002 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 6,384 shares
    Change vs previous 13F -636 shares

    0.35% of the 13F portfolio, value $924,648.

    13F-HR 0001838226-25-000001 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 7,020 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,033,868.

    13F-HR 0001838226-24-000005 filed by Accel Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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