HighMark Wealth Management LLC: CVX position timeline

HighMark Wealth Management LLC held 605 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 605 shares

   Change vs previous 13F +32 shares

   0.03% of the 13F portfolio, value $100,218.

   13F-HR 0001802451-26-000003 filed by HighMark Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 573 shares

   Change vs previous 13F +9 shares

   0.05% of the 13F portfolio, value $118,487.

   13F-HR 0001802451-26-000002 filed by HighMark Wealth Management LLC
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 564 shares

   Change vs previous 13F -74 shares

   0.04% of the 13F portfolio, value $85,945.

   13F-HR 0001802451-26-000001 filed by HighMark Wealth Management LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 638 shares

   Change vs previous 13F +7 shares

   0.04% of the 13F portfolio, value $98,999.

   13F-HR 0001802451-25-000008 filed by HighMark Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 631 shares

   Change vs previous 13F +575 shares

   0.04% of the 13F portfolio, value $90,296.

   13F-HR 0001802451-25-000004 filed by HighMark Wealth Management LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 56 shares

   Change vs previous 13F -52 shares

   0.01% of the 13F portfolio, value $9,401.

   13F-HR 0001802451-25-000003 filed by HighMark Wealth Management LLC
   Filed 2025-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 108 shares

   Change vs previous 13F -569 shares

   0.01% of the 13F portfolio, value $15,583.

   13F-HR 0001802451-25-000001 filed by HighMark Wealth Management LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 677 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $99,708.

   13F-HR 0001802451-24-000005 filed by HighMark Wealth Management LLC
   Filed 2024-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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