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Disclosery

BKM Wealth Management, LLC: CVX position timeline

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

BKM Wealth Management, LLC held 15,777 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,777 shares
    Change vs previous 13F +3,913 shares

    0.93% of the 13F portfolio, value $2,615,234.

    13F-HR 0002007263-26-000003 filed by BKM 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 11,864 shares
    Change vs previous 13F +1,633 shares

    0.9% of the 13F portfolio, value $2,454,706.

    13F-HR 0002007263-26-000002 filed by BKM 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 10,231 shares
    Change vs previous 13F -5,036 shares

    0.57% of the 13F portfolio, value $1,559,336.

    13F-HR 0002007263-26-000001 filed by BKM 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 15,267 shares
    Change vs previous 13F -116 shares

    0.87% of the 13F portfolio, value $2,370,838.

    13F-HR 0002007263-25-000007 filed by BKM 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 15,383 shares
    Change vs previous 13F +197 shares

    0.86% of the 13F portfolio, value $2,202,711.

    13F-HR 0002007263-25-000005 filed by BKM 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 15,186 shares
    Change vs previous 13F +948 shares

    1.05% of the 13F portfolio, value $2,540,482.

    13F-HR 0002007263-25-000004 filed by BKM 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 14,238 shares
    Change vs previous 13F +89 shares

    0.85% of the 13F portfolio, value $2,062,241.

    13F-HR 0002007263-25-000003 filed by BKM 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 14,149 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $2,083,729.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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