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ICA Group Wealth Management, LLC: CVX position timeline

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

ICA Group Wealth Management, LLC held 3,835 CVX shares at 2024-06-30 per its 13F-HR filed 2024-08-08.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 3,835 shares
    Change vs previous 13F -13,448 shares

    0.36% of the 13F portfolio, value $599,904.

    13F-HR 0001944579-24-000003 filed by ICA Group 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 ended2024-03-31
    13F 17,283 shares
    Change vs previous 13F +1,734 shares

    0.55% of the 13F portfolio, value $2,726,290.

    13F-HR 0001944579-24-000002 filed by ICA Group 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 ended2023-12-31
    13F 15,549 shares
    Change vs previous 13F +493 shares

    0.52% of the 13F portfolio, value $2,319,245.

    13F-HR 0001944579-24-000001 filed by ICA Group 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 ended2023-09-30
    13F 15,056 shares
    Change vs previous 13F +307 shares

    0.71% of the 13F portfolio, value $2,538,581.

    13F-HR 0001172661-23-003785 filed by ICA Group 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 ended2023-06-30
    13F 14,749 shares
    Change vs previous 13F -11,325 shares

    0.58% of the 13F portfolio, value $2,320,808.

    13F-HR 0001944579-23-000003 filed by ICA Group 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 ended2023-03-31
    13F 26,074 shares
    Change vs previous 13F -1 shares

    1.01% of the 13F portfolio, value $4,254,275.

    13F-HR 0001944579-23-000002 filed by ICA Group 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 ended2022-12-31
    13F 26,075 shares
    Change vs previous 13F -11,683 shares

    1.1% of the 13F portfolio, value $4,679,806.

    13F-HR 0001944579-23-000001 filed by ICA Group 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 ended2022-09-30
    13F 37,758 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $5,425,000.

    13F-HR 0001944579-22-000006 filed by ICA Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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