Skip to content
Disclosery

CASTLE WEALTH MANAGEMENT LLC: CVX position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 6,403 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,403 shares
    Change vs previous 13F -163 shares

    0.31% of the 13F portfolio, value $1,061,382.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 6,566 shares
    Change vs previous 13F -802 shares

    0.44% of the 13F portfolio, value $1,358,547.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 7,368 shares
    Change vs previous 13F -392 shares

    0.37% of the 13F portfolio, value $1,122,992.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 7,760 shares
    Change vs previous 13F -20 shares

    0.41% of the 13F portfolio, value $1,205,034.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 7,780 shares
    Change vs previous 13F +860 shares

    0.4% of the 13F portfolio, value $1,114,075.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 6,920 shares
    Change vs previous 13F +666 shares

    0.45% of the 13F portfolio, value $1,157,662.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 6,254 shares
    Change vs previous 13F -221 shares

    0.36% of the 13F portfolio, value $905,820.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 6,475 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $953,628.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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