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Disclosery

BigSur Wealth Management LLC: CVX position timeline

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

BigSur Wealth Management LLC held 2,053 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,053 shares
    Change vs previous 13F -1,897 shares

    0.08% of the 13F portfolio, value $340,305.

    13F-HR 0001398344-26-012137 filed by BigSur 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 3,950 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $817,255.

    13F-HR 0001398344-26-006828 filed by BigSur 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 3,950 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $602,020.

    13F-HR 0001398344-26-001298 filed by BigSur 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 3,950 shares
    Change vs previous 13F +50 shares

    0.15% of the 13F portfolio, value $613,396.

    13F-HR 0001398344-25-019122 filed by BigSur 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 3,900 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $558,441.

    13F-HR 0001398344-25-013158 filed by BigSur 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 3,900 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $652,431.

    13F-HR 0001398344-25-007207 filed by BigSur 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 3,900 shares
    Change vs previous 13F -5,300 shares

    0.16% of the 13F portfolio, value $564,876.

    13F-HR 0001398344-25-000735 filed by BigSur 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 9,200 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,354,884.

    13F-HR 0001398344-24-018923 filed by BigSur Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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