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BRADY FAMILY WEALTH, LLC: CVX position timeline

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

BRADY FAMILY WEALTH, LLC held 10,659 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,659 shares
    Change vs previous 13F -45 shares

    0.51% of the 13F portfolio, value $1,766,898.

    13F-HR 0001725547-26-000226 filed by BRADY FAMILY 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 10,704 shares
    Change vs previous 13F +123 shares

    0.69% of the 13F portfolio, value $2,214,735.

    13F-HR 0001725547-26-000124 filed by BRADY FAMILY 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 10,581 shares
    Change vs previous 13F -308 shares

    0.5% of the 13F portfolio, value $1,612,707.

    13F-HR 0001725547-26-000001 filed by BRADY FAMILY 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 10,889 shares
    Change vs previous 13F -1,846 shares

    0.52% of the 13F portfolio, value $1,690,993.

    13F-HR 0001725547-25-004110 filed by BRADY FAMILY 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 12,735 shares
    Change vs previous 13F -35 shares

    0.56% of the 13F portfolio, value $1,823,578.

    13F-HR 0001725547-25-003396 filed by BRADY FAMILY 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 12,770 shares
    Change vs previous 13F -1,599 shares

    0.68% of the 13F portfolio, value $2,136,267.

    13F-HR 0001725547-25-001427 filed by BRADY FAMILY 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 14,369 shares
    Change vs previous 13F +199 shares

    0.64% of the 13F portfolio, value $2,081,172.

    13F-HR 0001725547-25-000089 filed by BRADY FAMILY WEALTH, 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 14,170 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,086,795.

    13F-HR 0001725547-24-005913 filed by BRADY FAMILY WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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