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Disclosery

CIC Wealth, LLC: CVX position timeline

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

CIC Wealth, LLC held 14,474 CVX shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 14,474 shares
    Change vs previous 13F +245 shares

    0.55% of the 13F portfolio, value $2,131,610.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 14,229 shares
    Change vs previous 13F +44 shares

    0.61% of the 13F portfolio, value $2,225,750.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 14,185 shares
    Change vs previous 13F +411 shares

    0.65% of the 13F portfolio, value $2,237,578.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 13,774 shares
    Change vs previous 13F -554 shares

    0.65% of the 13F portfolio, value $2,054,546.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 14,328 shares
    Change vs previous 13F +203 shares

    0.87% of the 13F portfolio, value $2,416,008.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 14,125 shares
    Change vs previous 13F -630 shares

    0.77% of the 13F portfolio, value $2,222,600.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 14,755 shares
    Change vs previous 13F +65 shares

    0.91% of the 13F portfolio, value $2,407,455.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 14,690 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,636,723.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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