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Disclosery

Global Wealth Strategies & Associates: CVX position timeline

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

Global Wealth Strategies & Associates held 1,296 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,296 shares
    Change vs previous 13F +1,296 shares

    0.05% of the 13F portfolio, value $264,656.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -848 shares

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2026-03-31
    13F 848 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $175,451.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 884 shares
    Change vs previous 13F +86 shares

    0.03% of the 13F portfolio, value $134,730.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 798 shares
    Change vs previous 13F +598 shares

    0.03% of the 13F portfolio, value $123,921.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 200 shares
    Change vs previous 13F -55 shares

    0.01% of the 13F portfolio, value $28,638.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 255 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $42,659.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 255 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $36,985.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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