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Centric Wealth Management: CVX position timeline

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

Centric Wealth Management held 26,240 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,240 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $5,045,498.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 26,240 shares
    Change vs previous 13F -355 shares

    1.01% of the 13F portfolio, value $5,045,498.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 26,595 shares
    Change vs previous 13F +2,385 shares

    0.98% of the 13F portfolio, value $4,628,333.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 24,210 shares
    Change vs previous 13F +1,987 shares

    0.85% of the 13F portfolio, value $3,818,407.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 22,223 shares
    Change vs previous 13F +2,438 shares

    0.82% of the 13F portfolio, value $3,444,809.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 19,785 shares
    Change vs previous 13F +3,543 shares

    0.87% of the 13F portfolio, value $3,309,862.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 16,242 shares
    Change vs previous 13F +9,296 shares

    0.64% of the 13F portfolio, value $2,352,556.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 6,946 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,095,560.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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