Cordatus Wealth Management LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cordatus Wealth Management LLC on CVX, newest first. How the timeline and the estimate are built.
Cordatus Wealth Management LLC held 19,663 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 19,663 sharesChange vs previous 13F -175 shares
0.72% of the 13F portfolio, value $3,259,398.
13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 19,838 sharesChange vs previous 13F +291 shares
0.98% of the 13F portfolio, value $4,104,614.
13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,547 sharesChange vs previous 13F +87 shares
0.69% of the 13F portfolio, value $2,979,173.
13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 19,460 sharesChange vs previous 13F -211 shares
0.71% of the 13F portfolio, value $3,021,962.
13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,671 sharesChange vs previous 13F -52 shares
0.69% of the 13F portfolio, value $2,817,000.
13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 19,723 sharesChange vs previous 13F +76 shares
0.91% of the 13F portfolio, value $3,299,000.
13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 19,647 sharesChange vs previous 13F +763 shares
0.75% of the 13F portfolio, value $2,846,000.
13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,884 sharesChange vs previous 13F not available
1% of the 13F portfolio, value $2,781,000.
13F-HR 0001715862-24-000008 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).