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Disclosery

Great Waters Wealth Management: CVX position timeline

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

Great Waters Wealth Management held 1,238 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,238 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $252,874.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,236 shares
    Change vs previous 13F +14 shares

    0.02% of the 13F portfolio, value $204,947.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,222 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $252,855.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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