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Disclosery

Geneos Wealth Management Inc.: CVX position timeline

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

Geneos Wealth Management Inc. held 82,794 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,794 shares
    Change vs previous 13F -5,987 shares

    0.28% of the 13F portfolio, value $13,724,000.

    13F-HR 0001764754-26-000005 filed by Geneos Wealth Management Inc.
    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 88,781 shares
    Change vs previous 13F -3,029 shares

    0.43% of the 13F portfolio, value $18,368,846.

    13F-HR 0001764754-26-000004 filed by Geneos 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 ended2025-12-31
    13F 91,810 shares
    Change vs previous 13F -356 shares

    0.34% of the 13F portfolio, value $13,992,708.

    13F-HR 0001764754-26-000001 filed by Geneos 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 ended2025-09-30
    13F 92,166 shares
    Change vs previous 13F +30,949 shares

    0.36% of the 13F portfolio, value $14,312,382.

    13F-HR 0001764754-25-000015 filed by Geneos 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 ended2025-06-30
    13F 61,217 shares
    Change vs previous 13F -46,008 shares

    0.21% of the 13F portfolio, value $8,765,656.

    13F-HR 0001764754-25-000012 filed by Geneos 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 ended2025-03-31
    13F/A 107,225 shares
    Change vs previous 13F +67,863 shares

    0.26% of the 13F portfolio, value $17,937,637.

    13F-HR 0001764754-25-000010 filed by Geneos 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 ended2024-12-31
    13F 39,362 shares
    Change vs previous 13F +2,697 shares

    0.2% of the 13F portfolio, value $5,701,169.

    13F-HR 0001764754-25-000001 filed by Geneos 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 ended2024-09-30
    13F 36,665 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,399,697.

    13F-HR 0001764754-24-000005 filed by Geneos Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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