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Integrated Wealth Concepts LLC: CVX position timeline

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

Integrated Wealth Concepts LLC held 150,114 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 150,114 shares
    Change vs previous 13F +11,795 shares

    0.16% of the 13F portfolio, value $24,882,895.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 138,319 shares
    Change vs previous 13F +89,290 shares

    0.23% of the 13F portfolio, value $28,618,184.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 49,029 shares
    Change vs previous 13F -76,713 shares

    0.09% of the 13F portfolio, value $7,472,575.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 125,742 shares
    Change vs previous 13F +3,783 shares

    0.17% of the 13F portfolio, value $19,526,502.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 121,959 shares
    Change vs previous 13F +2,663 shares

    0.18% of the 13F portfolio, value $17,463,281.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 119,296 shares
    Change vs previous 13F +2,234 shares

    0.23% of the 13F portfolio, value $19,957,084.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 117,062 shares
    Change vs previous 13F +8,295 shares

    0.2% of the 13F portfolio, value $16,955,282.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 108,767 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $16,018,042.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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