Skip to content
Disclosery

Elmwood Wealth Management, Inc.: CVX position timeline

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

Elmwood Wealth Management, Inc. held 3,556 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,556 shares
    Change vs previous 13F +9 shares

    0.17% of the 13F portfolio, value $726,252.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,547 shares
    Change vs previous 13F +361 shares

    0.15% of the 13F portfolio, value $587,901.

    13F-HR 0001731927-26-000003 filed by Elmwood 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 ended2026-03-31
    13F 3,186 shares
    Change vs previous 13F -350 shares

    0.18% of the 13F portfolio, value $659,150.

    13F-HR 0001731927-26-000002 filed by Elmwood 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 ended2025-12-31
    13F 3,536 shares
    Change vs previous 13F -279 shares

    0.17% of the 13F portfolio, value $538,984.

    13F-HR 0001731927-26-000001 filed by Elmwood 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 ended2025-09-30
    13F 3,815 shares
    Change vs previous 13F +747 shares

    0.21% of the 13F portfolio, value $592,414.

    13F-HR 0001731927-25-000006 filed by Elmwood 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 ended2025-06-30
    13F 3,068 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $439,364.

    13F-HR 0001731927-25-000003 filed by Elmwood 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 ended2025-03-31
    13F 3,068 shares
    Change vs previous 13F -350 shares

    0.21% of the 13F portfolio, value $513,312.

    13F-HR 0001731927-25-000002 filed by Elmwood 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 ended2024-12-31
    13F 3,418 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $495,121.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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