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GC Wealth Management RIA, LLC: CVX position timeline

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

GC Wealth Management RIA, LLC held 32,827 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,827 shares
    Change vs previous 13F -1,737 shares

    0.31% of the 13F portfolio, value $5,441,404.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 34,564 shares
    Change vs previous 13F -1,844 shares

    0.3% of the 13F portfolio, value $7,151,292.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, 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 36,408 shares
    Change vs previous 13F -23,709 shares

    0.2% of the 13F portfolio, value $5,548,943.

    13F-HR 0001172661-26-000407 filed by GC Wealth Management RIA, 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 60,117 shares
    Change vs previous 13F +33,518 shares

    0.31% of the 13F portfolio, value $9,335,536.

    13F-HR 0001172661-25-004778 filed by GC Wealth Management RIA, 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 26,599 shares
    Change vs previous 13F +8,227 shares

    0.31% of the 13F portfolio, value $3,808,711.

    13F-HR 0001172661-25-002639 filed by GC Wealth Management RIA, 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 18,372 shares
    Change vs previous 13F +169 shares

    0.56% of the 13F portfolio, value $3,073,452.

    13F-HR 0001172661-25-001674 filed by GC Wealth Management RIA, 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 18,203 shares
    Change vs previous 13F +1,587 shares

    0.46% of the 13F portfolio, value $2,636,523.

    13F-HR 0001172661-25-000589 filed by GC Wealth Management RIA, 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 16,616 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,447,038.

    13F-HR 0001172661-24-004458 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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