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AE Wealth Management LLC: CVX position timeline

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

AE Wealth Management LLC held 528,734 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 528,734 shares
    Change vs previous 13F +179,638 shares

    0.41% of the 13F portfolio, value $87,643,341.

    13F-HR 0001697723-26-000007 filed by AE 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 ended2026-03-31
    13F 349,096 shares
    Change vs previous 13F -181,502 shares

    0.39% of the 13F portfolio, value $72,227,689.

    13F-HR 0001697723-26-000006 filed by AE 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 ended2025-12-31
    13F 530,598 shares
    Change vs previous 13F +59,964 shares

    0.46% of the 13F portfolio, value $80,868,532.

    13F-HR 0001697723-26-000001 filed by AE 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 ended2025-09-30
    13F 470,634 shares
    Change vs previous 13F +47,252 shares

    0.47% of the 13F portfolio, value $73,084,366.

    13F-HR 0001697723-25-000007 filed by AE 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 ended2025-06-30
    13F 423,382 shares
    Change vs previous 13F +84,493 shares

    0.44% of the 13F portfolio, value $60,624,362.

    13F-HR 0001697723-25-000004 filed by AE 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 ended2025-03-31
    13F 338,889 shares
    Change vs previous 13F +20,684 shares

    0.48% of the 13F portfolio, value $56,693,383.

    13F-HR 0001697723-25-000003 filed by AE 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 ended2024-12-31
    13F 318,205 shares
    Change vs previous 13F +17,437 shares

    0.39% of the 13F portfolio, value $46,089,250.

    13F-HR 0001697723-25-000001 filed by AE 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 ended2024-09-30
    13F 300,768 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $44,293,970.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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