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Disclosery

FULLCIRCLE WEALTH LLC: CVX position timeline

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

FULLCIRCLE WEALTH LLC held 12,716 CVX shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,716 shares
    Change vs previous 13F +321 shares

    0.69% of the 13F portfolio, value $1,950,558.

    13F-HR 0002030910-25-000007 filed by FULLCIRCLE 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 ended2025-06-30
    13F 12,395 shares
    Change vs previous 13F +648 shares

    0.7% of the 13F portfolio, value $1,872,191.

    13F-HR 0002030910-25-000005 filed by FULLCIRCLE 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 ended2025-03-31
    13F 11,747 shares
    Change vs previous 13F +510 shares

    0.68% of the 13F portfolio, value $1,645,801.

    13F-HR 0002030910-25-000003 filed by FULLCIRCLE 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 ended2024-12-31
    13F 11,237 shares
    Change vs previous 13F +396 shares

    0.72% of the 13F portfolio, value $1,751,675.

    13F-HR 0002030910-25-000001 filed by FULLCIRCLE 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 ended2024-09-30
    13F 10,841 shares
    Change vs previous 13F +1,340 shares

    0.73% of the 13F portfolio, value $1,632,054.

    13F-HR 0002030910-24-000004 filed by FULLCIRCLE 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 ended2024-06-30
    13F 9,501 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,473,371.

    13F-HR 0002030910-24-000001 filed by FULLCIRCLE WEALTH LLC
    Filed (acceptance time not in the bulk data set), ingested

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