Elite Wealth Management, Inc.: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elite Wealth Management, Inc. on CVX, newest first. How the timeline and the estimate are built.
Elite Wealth Management, Inc. held 1,622 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,622 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $268,863.
13F-HR 0001622757-26-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,622 sharesChange vs previous 13F -1,200 shares
0.11% of the 13F portfolio, value $335,592.
13F-HR 0001622757-26-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,822 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $430,101.
13F-HR 0001622757-26-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,822 sharesChange vs previous 13F -800 shares
0.11% of the 13F portfolio, value $438,228.
13F-HR 0001622757-25-000008 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,622 sharesChange vs previous 13F -115 shares
0.17% of the 13F portfolio, value $518,634.
13F-HR 0001622757-25-000004 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,737 sharesChange vs previous 13F -1,500 shares
0.18% of the 13F portfolio, value $625,163.
13F-HR 0001622757-25-000003 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,237 sharesChange vs previous 13F -200 shares
0.18% of the 13F portfolio, value $758,527.
13F-HR 0001622757-25-000002 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 5,437 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $800,707.
13F-HR 0001622757-24-000006 filed by Elite Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).