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INTEGRATED WEALTH COUNSEL, LLC: CVX position timeline

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

INTEGRATED WEALTH COUNSEL, LLC held 13,389 CVX shares at 2016-12-31 per its 13F-HR filed 2017-02-06.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 13,389 shares
    Change vs previous 13F +300 shares

    3.39% of the 13F portfolio, value $1,576,000.

    13F-HR 0001110443-17-000001 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 13,089 shares
    Change vs previous 13F +8,367 shares

    2.83% of the 13F portfolio, value $1,347,000.

    13F-HR 0001110443-16-000008 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 4,722 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $495,000.

    13F-HR 0001110443-16-000007 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 4,722 shares
    Change vs previous 13F -3,078 shares

    1.02% of the 13F portfolio, value $450,000.

    13F-HR 0001110443-16-000006 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 7,800 shares
    Change vs previous 13F +3,900 shares

    1.05% of the 13F portfolio, value $659,000.

    13F-HR 0001110443-16-000005 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 3,900 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $308,000.

    13F-HR 0001110443-15-000004 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 3,900 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $376,000.

    13F-HR 0001110443-15-000003 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 3,900 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $409,000.

    13F-HR 0001110443-15-000002 filed by INTEGRATED WEALTH COUNSEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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