Skip to content
Disclosery

HB Wealth Management, LLC: CVX position timeline

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

HB Wealth Management, LLC held 192,692 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 192,692 shares
    Change vs previous 13F +5,352 shares

    0.18% of the 13F portfolio, value $31,940,724.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 187,340 shares
    Change vs previous 13F +1,318 shares

    0.25% of the 13F portfolio, value $38,760,674.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 186,022 shares
    Change vs previous 13F -15,573 shares

    0.18% of the 13F portfolio, value $28,351,642.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 201,595 shares
    Change vs previous 13F +38,833 shares

    0.21% of the 13F portfolio, value $31,305,838.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 162,762 shares
    Change vs previous 13F -13,667 shares

    0.19% of the 13F portfolio, value $23,305,892.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 176,429 shares
    Change vs previous 13F +22,911 shares

    0.25% of the 13F portfolio, value $29,514,893.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 153,518 shares
    Change vs previous 13F +12,605 shares

    0.23% of the 13F portfolio, value $22,235,388.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 140,913 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $20,752,273.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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