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Capital Wealth Planning, LLC: CVX position timeline

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

Capital Wealth Planning, LLC held 4,290,958 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,290,958 shares
    Change vs previous 13F +425,442 shares

    3.55% of the 13F portfolio, value $711,269,217.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 3,865,516 shares
    Change vs previous 13F +1,121,376 shares

    4.41% of the 13F portfolio, value $799,775,256.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 2,744,140 shares
    Change vs previous 13F +169,794 shares

    2.73% of the 13F portfolio, value $422,368,106.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 2,574,346 shares
    Change vs previous 13F +108,888 shares

    2.82% of the 13F portfolio, value $399,770,201.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 2,465,458 shares
    Change vs previous 13F +204,335 shares

    2.78% of the 13F portfolio, value $353,028,919.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 2,261,123 shares
    Change vs previous 13F +71,244 shares

    3.28% of the 13F portfolio, value $378,263,314.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 2,189,879 shares
    Change vs previous 13F +128,218 shares

    2.93% of the 13F portfolio, value $317,182,098.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 2,061,661 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $303,620,680.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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