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Disclosery

Entruity Wealth, LLC: CVX position timeline

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

Entruity Wealth, LLC held 28,356 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 28,356 shares
    Change vs previous 13F +874 shares

    3.04% of the 13F portfolio, value $4,700,253.

    13F-HR 0001719303-26-000004 filed by Entruity 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 27,482 shares
    Change vs previous 13F +1,168 shares

    3.86% of the 13F portfolio, value $5,686,026.

    13F-HR 0001719303-26-000003 filed by Entruity 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 26,314 shares
    Change vs previous 13F +16,980 shares

    2.86% of the 13F portfolio, value $4,010,517.

    13F-HR 0001719303-26-000002 filed by Entruity 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 9,334 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $1,449,477.

    13F-HR 0001719303-25-000005 filed by Entruity 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 9,334 shares
    Change vs previous 13F +100 shares

    1.14% of the 13F portfolio, value $1,336,535.

    13F-HR 0001596468-25-000007 filed by Entruity 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 9,234 shares
    Change vs previous 13F -355 shares

    1.46% of the 13F portfolio, value $1,544,756.

    13F-HR 0001719303-25-000003 filed by Entruity 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 9,589 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $1,388,871.

    13F-HR 0001085146-25-001256 filed by Entruity Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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