HOWARD WEALTH MANAGEMENT, LLC: CVX position timeline

HOWARD WEALTH MANAGEMENT, LLC held 1,303 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,303 shares

   Change vs previous 13F +71 shares

   0.08% of the 13F portfolio, value $215,985.

   13F-HR 0001172661-26-002706 filed by HOWARD WEALTH MANAGEMENT, LLC
   Filed 2026-07-21 (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 1,232 shares

   Change vs previous 13F +1,232 shares

   0.11% of the 13F portfolio, value $254,901.

   13F-HR 0001172661-26-001654 filed by HOWARD WEALTH MANAGEMENT, LLC
   Filed 2026-05-11 (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 ended2025-06-30

   13F 0 shares

   Change vs previous 13F -1,297 shares

   13F-HR 0001172661-25-003008 filed by HOWARD WEALTH MANAGEMENT, LLC
   Filed 2025-08-11 (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).

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

4. period ended2025-03-31

   13F 1,297 shares

   Change vs previous 13F +1,297 shares

   0.12% of the 13F portfolio, value $216,975.

   13F-HR 0001172661-25-001746 filed by HOWARD WEALTH MANAGEMENT, LLC
   Filed 2025-05-13 (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).

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001172661-24-004522 filed by HOWARD WEALTH MANAGEMENT, LLC
   Filed 2024-11-08 (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).

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