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Castle Rock Wealth Management, LLC: CVX position timeline

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

Castle Rock Wealth Management, LLC held 96,199 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 96,199 shares
    Change vs previous 13F +9,073 shares

    3.76% of the 13F portfolio, value $19,969,023.

    13F-HR 0001085146-26-000860 filed by Castle Rock Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 87,126 shares
    Change vs previous 13F -53 shares

    2.83% of the 13F portfolio, value $14,435,942.

    13F-HR 0001727605-26-000004 filed by Castle Rock 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 ended2026-03-31
    13F 87,179 shares
    Change vs previous 13F +2,165 shares

    3.76% of the 13F portfolio, value $17,346,013.

    13F-HR 0001727605-26-000002 filed by Castle Rock 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 ended2025-12-31
    13F 85,014 shares
    Change vs previous 13F -763 shares

    3.24% of the 13F portfolio, value $15,005,052.

    13F-HR 0001727605-26-000001 filed by Castle Rock 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 ended2025-09-30
    13F 85,777 shares
    Change vs previous 13F -21 shares

    2.92% of the 13F portfolio, value $13,224,227.

    13F-HR 0001727605-25-000002 filed by Castle Rock 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 ended2025-06-30
    13F 85,798 shares
    Change vs previous 13F -747 shares

    3.01% of the 13F portfolio, value $12,879,856.

    13F-HR 0001085146-25-004102 filed by Castle Rock 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 ended2025-03-31
    13F 86,545 shares
    Change vs previous 13F -1,055 shares

    3.92% of the 13F portfolio, value $14,502,945.

    13F-HR 0001085146-25-001933 filed by Castle Rock 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 ended2024-12-31
    13F 87,600 shares
    Change vs previous 13F not available

    3.24% of the 13F portfolio, value $13,607,730.

    13F-HR 0001085146-25-001807 filed by Castle Rock Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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