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
- period ended2026-06-3013F 18,002 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,158 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,706 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,453 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 8,133 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,742 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).