Skip to content
Disclosery

Keudell/Morrison Wealth Management: CVX position timeline

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

Keudell/Morrison Wealth Management held 17,744 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,744 shares
    Change vs previous 13F -863 shares

    0.56% of the 13F portfolio, value $2,941,210.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 18,607 shares
    Change vs previous 13F +920 shares

    0.79% of the 13F portfolio, value $3,849,739.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 17,687 shares
    Change vs previous 13F +462 shares

    0.57% of the 13F portfolio, value $2,695,703.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 17,225 shares
    Change vs previous 13F +547 shares

    0.55% of the 13F portfolio, value $2,466,388.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 16,678 shares
    Change vs previous 13F -65 shares

    0.66% of the 13F portfolio, value $2,790,064.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 16,743 shares
    Change vs previous 13F +1,210 shares

    0.63% of the 13F portfolio, value $2,425,102.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 15,533 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,287,542.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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