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Ducere Wealth Management LLC: CVX position timeline

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

Ducere Wealth Management LLC held 3,222 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,222 shares
    Change vs previous 13F +849 shares

    0.16% of the 13F portfolio, value $534,119.

    13F-HR 0001951757-26-001072 filed by Ducere Wealth Management 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 2,373 shares
    Change vs previous 13F +47 shares

    0.2% of the 13F portfolio, value $490,948.

    13F-HR 0002083656-26-000004 filed by Ducere Wealth Management 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/A 2,326 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $354,561.

    13F-HR/A 0002083656-26-000006 filed by Ducere Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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