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Glass Wealth Management Co LLC: CVX position timeline

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

Glass Wealth Management Co LLC held 29,558 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,558 shares
    Change vs previous 13F +240 shares

    1.64% of the 13F portfolio, value $4,899,536.

    13F-HR 0002017692-26-000003 filed by Glass Wealth Management Co 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 29,318 shares
    Change vs previous 13F +1,183 shares

    2.35% of the 13F portfolio, value $6,065,896.

    13F-HR 0002017692-26-000002 filed by Glass Wealth Management Co 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 28,135 shares
    Change vs previous 13F +2,168 shares

    1.76% of the 13F portfolio, value $4,288,055.

    13F-HR 0002017692-26-000001 filed by Glass Wealth Management Co 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 25,967 shares
    Change vs previous 13F +3,480 shares

    1.8% of the 13F portfolio, value $4,032,415.

    13F-HR 0002017692-25-000006 filed by Glass Wealth Management Co 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 22,487 shares
    Change vs previous 13F +7 shares

    1.71% of the 13F portfolio, value $3,219,914.

    13F-HR 0002017692-25-000005 filed by Glass Wealth Management Co 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 22,480 shares
    Change vs previous 13F -1,187 shares

    2.26% of the 13F portfolio, value $3,760,679.

    13F-HR 0002017692-25-000004 filed by Glass Wealth Management Co 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 23,667 shares
    Change vs previous 13F -1,262 shares

    1.86% of the 13F portfolio, value $3,427,856.

    13F-HR 0002017692-25-000001 filed by Glass Wealth Management Co 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 24,929 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $3,671,220.

    13F-HR 0002017692-24-000005 filed by Glass Wealth Management Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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