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Disclosery

Capstone Wealth Management, Inc.: CVX position timeline

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

Capstone Wealth Management, Inc. held 2,562 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,562 shares
    Change vs previous 13F +4 shares

    0.32% of the 13F portfolio, value $426,419.

    13F-HR 0002112205-26-000003 filed by Capstone Wealth Management, Inc.
    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 2,558 shares
    Change vs previous 13F -15 shares

    0.43% of the 13F portfolio, value $504,438.

    13F-HR 0002112205-26-000002 filed by Capstone Wealth Management, Inc.
    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 2,573 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $395,740.

    13F-HR 0002112205-26-000001 filed by Capstone Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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