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ATLANTIC FAMILY WEALTH, LLC: CVX position timeline

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

ATLANTIC FAMILY WEALTH, LLC held 2,355 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,355 shares
    Change vs previous 13F -2,211 shares

    0.25% of the 13F portfolio, value $390,365.

    13F-HR 0002012511-26-000004 filed by ATLANTIC FAMILY WEALTH, 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 4,566 shares
    Change vs previous 13F +269 shares

    0.68% of the 13F portfolio, value $944,706.

    13F-HR 0002012511-26-000002 filed by ATLANTIC FAMILY WEALTH, 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 4,297 shares
    Change vs previous 13F +657 shares

    0.49% of the 13F portfolio, value $654,906.

    13F-HR 0002012511-26-000001 filed by ATLANTIC FAMILY WEALTH, 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 3,640 shares
    Change vs previous 13F +1,568 shares

    0.44% of the 13F portfolio, value $565,255.

    13F-HR 0002012511-25-000002 filed by ATLANTIC FAMILY WEALTH, 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 2,072 shares
    Change vs previous 13F -8 shares

    0.26% of the 13F portfolio, value $296,690.

    13F-HR 0001085146-25-004911 filed by ATLANTIC FAMILY WEALTH, 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 2,080 shares
    Change vs previous 13F +104 shares

    0.32% of the 13F portfolio, value $347,963.

    13F-HR 0001085146-25-002688 filed by ATLANTIC FAMILY WEALTH, 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 1,976 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $286,204.

    13F-HR 0001085146-25-000743 filed by ATLANTIC FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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