Circle Wealth Management, LLC: CVX position timeline

Circle Wealth Management, LLC held 1,336 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,336 shares

   Change vs previous 13F -93 shares

   <0.01% of the 13F portfolio, value $221,455.

   13F-HR 0001578242-26-000003 filed by Circle Wealth Management, LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,429 shares

   Change vs previous 13F +45 shares

   <0.01% of the 13F portfolio, value $295,660.

   13F-HR 0001578242-26-000002 filed by Circle Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,384 shares

   Change vs previous 13F -2 shares

   <0.01% of the 13F portfolio, value $210,935.

   13F-HR 0001578242-26-000001 filed by Circle Wealth Management, LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,386 shares

   Change vs previous 13F -287 shares

   <0.01% of the 13F portfolio, value $215,232.

   13F-HR 0001578242-25-000007 filed by Circle Wealth Management, LLC
   Filed 2025-11-14 (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).

5. period ended2025-06-30

   13F 1,673 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $239,557.

   13F-HR 0001578242-25-000003 filed by Circle Wealth Management, LLC
   Filed 2025-08-14 (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).