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Disclosery

Dakota Wealth Management: CVX position timeline

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

Dakota Wealth Management held 72,961 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,961 shares
    Change vs previous 13F -9,190 shares

    0.23% of the 13F portfolio, value $12,094,063.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 82,151 shares
    Change vs previous 13F -1,114 shares

    0.37% of the 13F portfolio, value $16,997,021.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 83,265 shares
    Change vs previous 13F +10,822 shares

    0.23% of the 13F portfolio, value $12,690,376.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 72,443 shares
    Change vs previous 13F +163 shares

    0.23% of the 13F portfolio, value $11,249,709.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 72,280 shares
    Change vs previous 13F -2,172 shares

    0.22% of the 13F portfolio, value $10,349,736.

    13F-HR 0001951757-25-000874 filed by Dakota 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 74,452 shares
    Change vs previous 13F -3,144 shares

    0.29% of the 13F portfolio, value $12,455,039.

    13F-HR 0001951757-25-000489 filed by Dakota 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 77,596 shares
    Change vs previous 13F -14,526 shares

    0.26% of the 13F portfolio, value $11,238,990.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 92,122 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $13,566,788.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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