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Disclosery

Cove Private Wealth, LLC: CVX position timeline

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

Cove Private Wealth, LLC held 15,247 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,247 shares
    Change vs previous 13F +2,875 shares

    0.49% of the 13F portfolio, value $2,527,343.

    13F-HR 0001172661-26-002962 filed by Cove Private 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 ended2026-03-31
    13F 12,372 shares
    Change vs previous 13F +2,727 shares

    0.58% of the 13F portfolio, value $2,559,767.

    13F-HR 0001172661-26-001836 filed by Cove Private 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 ended2025-12-31
    13F 9,645 shares
    Change vs previous 13F -1,995 shares

    0.44% of the 13F portfolio, value $1,469,994.

    13F-HR 0001172661-26-000294 filed by Cove Private 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 ended2025-09-30
    13F 11,640 shares
    Change vs previous 13F -160 shares

    0.57% of the 13F portfolio, value $1,807,576.

    13F-HR 0001172661-25-004603 filed by Cove Private 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 ended2025-06-30
    13F 11,800 shares
    Change vs previous 13F +1,662 shares

    0.6% of the 13F portfolio, value $1,689,642.

    13F-HR 0001172661-25-002622 filed by Cove Private 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 ended2025-03-31
    13F 10,138 shares
    Change vs previous 13F +923 shares

    0.89% of the 13F portfolio, value $1,695,986.

    13F-HR 0001172661-25-001698 filed by Cove Private 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 ended2024-12-31
    13F 9,215 shares
    Change vs previous 13F 0 shares

    0.8% of the 13F portfolio, value $1,334,701.

    13F-HR 0001172661-25-000218 filed by Cove Private 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 ended2024-09-30
    13F 9,215 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,357,093.

    13F-HR 0001172661-24-004364 filed by Cove Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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