Skip to content
Disclosery

Connectus Wealth, LLC: CVX position timeline

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

Connectus Wealth, LLC held 210,814 CVX shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 210,814 shares
    Change vs previous 13F +4,743 shares

    0.91% of the 13F portfolio, value $33,256,729.

    13F-HR 0001765380-24-000228 filed by Connectus 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 ended2023-12-31
    13F 206,071 shares
    Change vs previous 13F -592 shares

    0.63% of the 13F portfolio, value $30,739,278.

    13F-HR 0001765380-24-000142 filed by Connectus 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 ended2023-09-30
    13F 206,663 shares
    Change vs previous 13F +18,288 shares

    0.78% of the 13F portfolio, value $34,849,380.

    13F-HR 0001765380-23-000226 filed by Connectus 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 ended2023-06-30
    13F 188,375 shares
    Change vs previous 13F +9,091 shares

    0.68% of the 13F portfolio, value $29,642,828.

    13F-HR 0001765380-23-000180 filed by Connectus 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 ended2023-03-31
    13F 179,284 shares
    Change vs previous 13F -30,160 shares

    0.72% of the 13F portfolio, value $29,254,042.

    13F-HR 0001765380-23-000120 filed by Connectus 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 ended2022-12-31
    13F 209,444 shares
    Change vs previous 13F +6,371 shares

    0.89% of the 13F portfolio, value $37,597,043.

    13F-HR 0001765380-23-000028 filed by Connectus 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 ended2022-09-30
    13F 203,073 shares
    Change vs previous 13F +8,802 shares

    0.61% of the 13F portfolio, value $29,179,000.

    13F-HR 0001765380-22-000165 filed by Connectus 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 ended2022-06-30
    13F 194,271 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $28,129,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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