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Disclosery

ACG Wealth: CVX position timeline

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

ACG Wealth held 12,339 CVX shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 12,339 shares
    Change vs previous 13F +110 shares

    0.41% of the 13F portfolio, value $1,773,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 12,229 shares
    Change vs previous 13F -99 shares

    0.36% of the 13F portfolio, value $1,770,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 12,328 shares
    Change vs previous 13F -2,097 shares

    0.38% of the 13F portfolio, value $2,007,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 14,425 shares
    Change vs previous 13F -1,475 shares

    0.24% of the 13F portfolio, value $1,693,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 15,900 shares
    Change vs previous 13F +864 shares

    0.21% of the 13F portfolio, value $1,613,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 15,036 shares
    Change vs previous 13F -1,127 shares

    0.2% of the 13F portfolio, value $1,575,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 16,163 shares
    Change vs previous 13F +2,987 shares

    0.22% of the 13F portfolio, value $1,694,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 13,176 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,113,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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