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Disclosery

Edge Capital Group, LLC: CVX position timeline

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

Edge Capital Group, LLC held 69,191 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 69,191 shares
    Change vs previous 13F +2,689 shares

    0.51% of the 13F portfolio, value $10,021,576.

    13F-HR 0001765380-25-000038 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 66,502 shares
    Change vs previous 13F -2,723 shares

    0.43% of the 13F portfolio, value $9,793,700.

    13F-HR 0001765380-24-000438 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 69,225 shares
    Change vs previous 13F +1,601 shares

    0.52% of the 13F portfolio, value $10,828,122.

    13F-HR 0001765380-24-000332 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 67,624 shares
    Change vs previous 13F +10,033 shares

    0.53% of the 13F portfolio, value $10,666,956.

    13F-HR 0001765380-24-000211 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 57,591 shares
    Change vs previous 13F +5,923 shares

    0.48% of the 13F portfolio, value $8,590,260.

    13F-HR 0001765380-24-000102 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 51,668 shares
    Change vs previous 13F +3,161 shares

    0.56% of the 13F portfolio, value $8,712,243.

    13F-HR 0001765380-23-000232 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 48,507 shares
    Change vs previous 13F +3,195 shares

    0.44% of the 13F portfolio, value $7,632,563.

    13F-HR 0001765380-23-000154 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 45,312 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,393,092.

    13F-HR 0001765380-23-000091 filed by Edge Capital Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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