Skip to content
Disclosery

BXM Wealth LLC: CVX position timeline

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

BXM Wealth LLC held 11,548 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,548 shares
    Change vs previous 13F +3,121 shares

    1.04% of the 13F portfolio, value $1,914,269.

    13F-HR 0002085853-26-000858 filed by BXM 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 8,427 shares
    Change vs previous 13F -106,540 shares

    1.34% of the 13F portfolio, value $1,743,634.

    13F-HR 0002085853-26-000469 filed by BXM 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 114,967 shares
    Change vs previous 13F +105,235 shares

    0.92% of the 13F portfolio, value $1,192,932.

    13F-HR 0002085853-26-000054 filed by BXM 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 9,732 shares
    Change vs previous 13F +1,162 shares

    1.43% of the 13F portfolio, value $1,511,312.

    13F-HR 0002085853-25-000177 filed by BXM 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 8,570 shares
    Change vs previous 13F -2,151 shares

    1.46% of the 13F portfolio, value $1,227,138.

    13F-HR 0001667731-25-001000 filed by BXM 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 10,721 shares
    Change vs previous 13F +1,691 shares

    2.13% of the 13F portfolio, value $1,774,402.

    13F-HR 0001667731-25-000555 filed by BXM 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 9,030 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $1,307,905.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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