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Disclosery

Copia Wealth Management: CVX position timeline

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

Copia Wealth Management held 591 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 591 shares
    Change vs previous 13F +12 shares

    0.06% of the 13F portfolio, value $98,036.

    13F-HR 0002058771-26-000005 filed by Copia 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 579 shares
    Change vs previous 13F -3 shares

    0.08% of the 13F portfolio, value $119,885.

    13F-HR 0002058771-26-000002 filed by Copia 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 582 shares
    Change vs previous 13F -28 shares

    0.06% of the 13F portfolio, value $88,703.

    13F-HR 0002058771-26-000001 filed by Copia 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 610 shares
    Change vs previous 13F +61 shares

    0.07% of the 13F portfolio, value $94,727.

    13F-HR 0002058771-25-000005 filed by Copia 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 549 shares
    Change vs previous 13F +11 shares

    0.07% of the 13F portfolio, value $78,611.

    13F-HR 0002058771-25-000004 filed by Copia 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 538 shares
    Change vs previous 13F -426 shares

    0.08% of the 13F portfolio, value $90,002.

    13F-HR 0002058771-25-000003 filed by Copia 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 964 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $139,626.

    13F-HR 0002058771-25-000001 filed by Copia Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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