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Disclosery

Activest Wealth Management: CVX position timeline

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

Activest Wealth Management held 342 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 342 shares
    Change vs previous 13F -3,188 shares

    0.01% of the 13F portfolio, value $56,690.

    13F-HR 0001883134-26-000003 filed by Activest 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 3,530 shares
    Change vs previous 13F +2,638 shares

    0.13% of the 13F portfolio, value $730,311.

    13F-HR 0001883134-26-000002 filed by Activest 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 892 shares
    Change vs previous 13F -1,832 shares

    0.03% of the 13F portfolio, value $135,901.

    13F-HR 0001883134-26-000001 filed by Activest 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 2,724 shares
    Change vs previous 13F +94 shares

    0.09% of the 13F portfolio, value $422,966.

    13F-HR 0001883134-25-000008 filed by Activest 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 2,630 shares
    Change vs previous 13F +58 shares

    0.09% of the 13F portfolio, value $376,557.

    13F-HR 0001883134-25-000005 filed by Activest 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 2,572 shares
    Change vs previous 13F +21 shares

    0.12% of the 13F portfolio, value $430,336.

    13F-HR 0001883134-25-000004 filed by Activest 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 2,551 shares
    Change vs previous 13F +74 shares

    0.1% of the 13F portfolio, value $369,452.

    13F-HR 0001883134-25-000001 filed by Activest 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 2,477 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $364,806.

    13F-HR 0001879757-24-000010 filed by Activest Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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