Skip to content
Disclosery

EPG Wealth Management LLC: CVX position timeline

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

EPG Wealth Management LLC held 13,100 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,100 shares
    Change vs previous 13F -1,800 shares

    0.52% of the 13F portfolio, value $2,171,534.

    13F-HR 0001398344-26-012859 filed by EPG Wealth Management 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 14,900 shares
    Change vs previous 13F +1,242 shares

    0.84% of the 13F portfolio, value $3,082,832.

    13F-HR 0001398344-26-008638 filed by EPG Wealth Management 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 13,658 shares
    Change vs previous 13F +466 shares

    0.56% of the 13F portfolio, value $2,081,606.

    13F-HR 0001398344-26-001448 filed by EPG Wealth Management 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 13,192 shares
    Change vs previous 13F +764 shares

    0.56% of the 13F portfolio, value $2,048,509.

    13F-HR 0001398344-25-020156 filed by EPG Wealth Management 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 12,428 shares
    Change vs previous 13F -200 shares

    0.53% of the 13F portfolio, value $1,779,584.

    13F-HR 0001398344-25-014488 filed by EPG Wealth Management 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 12,628 shares
    Change vs previous 13F +1,497 shares

    0.59% of the 13F portfolio, value $2,112,404.

    13F-HR 0001398344-25-009249 filed by EPG Wealth Management 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 11,131 shares
    Change vs previous 13F -150 shares

    0.43% of the 13F portfolio, value $1,612,201.

    13F-HR 0001398344-25-002786 filed by EPG Wealth Management 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 11,281 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,661,358.

    13F-HR 0001398344-24-020571 filed by EPG Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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