JANICZEK WEALTH MANAGEMENT, LLC: CVX position timeline

JANICZEK WEALTH MANAGEMENT, LLC held 3,970 CVX shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 3,970 shares

   Change vs previous 13F -278 shares

   0.13% of the 13F portfolio, value $620,988.

   13F-HR 0001598561-24-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

2. period ended2024-03-31

   13F 4,248 shares

   Change vs previous 13F +127 shares

   0.14% of the 13F portfolio, value $670,080.

   13F-HR 0001598561-24-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

3. period ended2023-12-31

   13F 4,121 shares

   Change vs previous 13F +269 shares

   0.15% of the 13F portfolio, value $614,689.

   13F-HR 0001598561-24-000002 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2024-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

4. period ended2023-09-30

   13F 3,852 shares

   Change vs previous 13F +543 shares

   0.17% of the 13F portfolio, value $649,525.

   13F-HR 0001598561-23-000005 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-10-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

5. period ended2023-06-30

   13F 3,309 shares

   Change vs previous 13F -165 shares

   0.14% of the 13F portfolio, value $520,672.

   13F-HR 0001598561-23-000004 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

6. period ended2023-03-31

   13F 3,474 shares

   Change vs previous 13F +63 shares

   0.17% of the 13F portfolio, value $599,057.

   13F-HR 0001598561-23-000003 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-04-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

7. period ended2022-12-31

   13F 3,411 shares

   Change vs previous 13F +53 shares

   0.17% of the 13F portfolio, value $604,020.

   13F-HR 0001598561-23-000001 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2023-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

8. period ended2022-09-30

   13F 3,358 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $528,000.

   13F-HR 0001598561-22-000006 filed by JANICZEK WEALTH MANAGEMENT, LLC
   Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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