CarsonAllaria Wealth Management, Ltd.: CVX position timeline

CarsonAllaria Wealth Management, Ltd. held 0 CVX shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -565 shares

   13F-HR 0001900946-25-000006 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 565 shares

   Change vs previous 13F +4 shares

   0.04% of the 13F portfolio, value $80,961.

   13F-HR 0001900946-25-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 561 shares

   Change vs previous 13F +4 shares

   0.05% of the 13F portfolio, value $93,869.

   13F-HR 0001900946-25-000003 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 557 shares

   Change vs previous 13F +4 shares

   0.05% of the 13F portfolio, value $80,715.

   13F-HR 0001900946-25-000001 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2025-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 553 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $81,534.

   13F-HR 0001900946-24-000005 filed by CarsonAllaria Wealth Management, Ltd.
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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