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C2C Wealth Management, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of C2C Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.

C2C Wealth Management, LLC held 35,616 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,616 shares
    Change vs previous 13F -100 shares

    4.63% of the 13F portfolio, value $5,903,705.

    13F-HR 0001951757-26-000940 filed by C2C 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 35,716 shares
    Change vs previous 13F 0 shares

    6.25% of the 13F portfolio, value $7,389,636.

    13F-HR 0001951757-26-000648 filed by C2C 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 35,716 shares
    Change vs previous 13F -158 shares

    4.59% of the 13F portfolio, value $5,443,473.

    13F-HR 0001951757-26-000263 filed by C2C 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 35,874 shares
    Change vs previous 13F -1,225 shares

    4.78% of the 13F portfolio, value $5,570,870.

    13F-HR 0001951757-25-001377 filed by C2C 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 37,099 shares
    Change vs previous 13F -2,148 shares

    4.81% of the 13F portfolio, value $5,312,203.

    13F-HR 0001951757-25-000879 filed by C2C 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 39,247 shares
    Change vs previous 13F -502 shares

    6.17% of the 13F portfolio, value $6,565,627.

    13F-HR 0001951757-25-000424 filed by C2C 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 39,749 shares
    Change vs previous 13F 0 shares

    5.33% of the 13F portfolio, value $5,757,242.

    13F-HR 0001951757-25-000243 filed by C2C 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 39,749 shares
    Change vs previous 13F not available

    5.51% of the 13F portfolio, value $5,915,443.

    13F-HR 0001951757-24-001204 filed by C2C Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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