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Disclosery

Destination Wealth Management: CVX position timeline

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

Destination Wealth Management held 36,466 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,466 shares
    Change vs previous 13F +690 shares

    0.14% of the 13F portfolio, value $6,044,649.

    13F-HR 0001278573-26-000008 filed by Destination 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 35,776 shares
    Change vs previous 13F +1,015 shares

    0.19% of the 13F portfolio, value $7,401,959.

    13F-HR 0001278573-26-000006 filed by Destination 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 34,761 shares
    Change vs previous 13F +716 shares

    0.14% of the 13F portfolio, value $5,297,896.

    13F-HR 0001278573-26-000003 filed by Destination 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 34,045 shares
    Change vs previous 13F +112 shares

    0.15% of the 13F portfolio, value $5,286,806.

    13F-HR 0001278573-25-000012 filed by Destination 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 33,933 shares
    Change vs previous 13F +1,525 shares

    0.14% of the 13F portfolio, value $4,858,865.

    13F-HR 0001278573-25-000009 filed by Destination 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 32,408 shares
    Change vs previous 13F +141 shares

    0.17% of the 13F portfolio, value $5,421,463.

    13F-HR 0001278573-25-000006 filed by Destination 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 32,267 shares
    Change vs previous 13F -349 shares

    0.15% of the 13F portfolio, value $4,673,545.

    13F-HR 0001278573-25-000002 filed by Destination 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 32,616 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,803,369.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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