Skip to content

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

  1. period ended2026-06-30
    13F 1,622 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 1,622 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 2,822 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 2,822 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 3,622 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 3,737 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 5,237 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 5,437 shares
    Change 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), ingested

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