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
- period ended2026-06-3013F 29,558 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,318 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,135 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 25,967 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 22,487 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 22,480 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,667 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 24,929 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).