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BerganKDV Wealth Management, LLC: CVX position timeline

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

BerganKDV Wealth Management, LLC held 12,343 CVX shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 12,343 shares
    Change vs previous 13F -627 shares

    0.19% of the 13F portfolio, value $1,942,172.

    13F-HR 0001660203-23-000004 filed by BerganKDV 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 ended2023-03-31
    13F 12,970 shares
    Change vs previous 13F -1,987 shares

    0.22% of the 13F portfolio, value $2,116,127.

    13F-HR 0001660203-23-000003 filed by BerganKDV 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 ended2022-12-31
    13F 14,957 shares
    Change vs previous 13F -252 shares

    0.29% of the 13F portfolio, value $2,684,619.

    13F-HR 0001660203-23-000001 filed by BerganKDV 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 ended2022-09-30
    13F 15,209 shares
    Change vs previous 13F -1,094 shares

    0.26% of the 13F portfolio, value $2,185,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV 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 ended2022-06-30
    13F 16,303 shares
    Change vs previous 13F +3,161 shares

    0.27% of the 13F portfolio, value $2,360,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV 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 ended2022-03-31
    13F 13,142 shares
    Change vs previous 13F -2,811 shares

    0.23% of the 13F portfolio, value $2,140,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV 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 ended2021-12-31
    13F 15,953 shares
    Change vs previous 13F +506 shares

    0.2% of the 13F portfolio, value $1,872,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV 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 ended2021-09-30
    13F 15,447 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,567,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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