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Bison Wealth, LLC: CVX position timeline

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

Bison Wealth, LLC held 18,002 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,002 shares
    Change vs previous 13F -156 shares

    0.28% of the 13F portfolio, value $3,026,152.

    13F-HR 0001493152-26-032296 filed by Bison 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 18,158 shares
    Change vs previous 13F -416 shares

    0.33% of the 13F portfolio, value $3,377,353.

    13F-HR 0001493152-26-023586 filed by Bison 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 18,574 shares
    Change vs previous 13F -1,132 shares

    0.42% of the 13F portfolio, value $3,746,984.

    13F-HR 0001493152-26-012336 filed by Bison 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 19,706 shares
    Change vs previous 13F +8,253 shares

    0.28% of the 13F portfolio, value $3,039,416.

    13F-HR 0001493152-25-021659 filed by Bison 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 11,453 shares
    Change vs previous 13F +3,320 shares

    0.14% of the 13F portfolio, value $1,741,451.

    13F-HR 0001641172-25-019676 filed by Bison 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 8,133 shares
    Change vs previous 13F +5,391 shares

    0.11% of the 13F portfolio, value $1,184,864.

    13F-HR 0001641172-25-009192 filed by Bison 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 2,742 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $397,148.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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