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Disclosery

Element Wealth, LLC: CVX position timeline

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

Element Wealth, LLC held 10,884 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 10,884 shares
    Change vs previous 13F -20 shares

    0.68% of the 13F portfolio, value $1,804,161.

    13F-HR 0001398344-26-014580 filed by Element Wealth, 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 10,904 shares
    Change vs previous 13F +6 shares

    0.93% of the 13F portfolio, value $2,256,083.

    13F-HR 0001398344-26-008170 filed by Element Wealth, 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 10,898 shares
    Change vs previous 13F +27 shares

    0.69% of the 13F portfolio, value $1,661,035.

    13F-HR 0001398344-26-003058 filed by Element Wealth, LLC
    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 10,871 shares
    Change vs previous 13F +2,997 shares

    0.74% of the 13F portfolio, value $1,688,121.

    13F-HR 0001398344-25-019962 filed by Element Wealth, LLC
    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 7,874 shares
    Change vs previous 13F +255 shares

    0.52% of the 13F portfolio, value $1,127,517.

    13F-HR 0001398344-25-013585 filed by Element Wealth, LLC
    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 7,619 shares
    Change vs previous 13F +24 shares

    0.68% of the 13F portfolio, value $1,274,588.

    13F-HR 0001398344-25-008003 filed by Element Wealth, LLC
    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 7,595 shares
    Change vs previous 13F -29 shares

    0.58% of the 13F portfolio, value $1,100,041.

    13F-HR 0001398344-25-001751 filed by Element Wealth, LLC
    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 7,624 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,122,838.

    13F-HR 0001398344-24-019229 filed by Element Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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