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Kolinsky Wealth Management, LLC: CVX position timeline

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

Kolinsky Wealth Management, LLC held 4,828 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-18.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 4,828 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $699,239.

    13F-HR 0001904326-25-000001 filed by Kolinsky 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 ended2024-09-30
    13F 4,828 shares
    Change vs previous 13F -9 shares

    0.46% of the 13F portfolio, value $711,072.

    13F-HR 0001904326-24-000005 filed by Kolinsky 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 ended2024-06-30
    13F 4,837 shares
    Change vs previous 13F +440 shares

    0.54% of the 13F portfolio, value $756,621.

    13F-HR 0001904326-24-000003 filed by Kolinsky 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 ended2024-03-31
    13F 4,397 shares
    Change vs previous 13F +251 shares

    0.53% of the 13F portfolio, value $693,648.

    13F-HR 0001904326-24-000002 filed by Kolinsky 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 ended2023-12-31
    13F 4,146 shares
    Change vs previous 13F -302 shares

    0.54% of the 13F portfolio, value $618,372.

    13F-HR 0001904326-24-000001 filed by Kolinsky 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 ended2023-09-30
    13F 4,448 shares
    Change vs previous 13F -4 shares

    0.74% of the 13F portfolio, value $749,960.

    13F-HR 0001904326-23-000003 filed by Kolinsky 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 ended2023-06-30
    13F 4,452 shares
    Change vs previous 13F +403 shares

    0.66% of the 13F portfolio, value $695,544.

    13F-HR 0001904326-23-000002 filed by Kolinsky 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 ended2023-03-31
    13F 4,049 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $661,000.

    13F-HR 0001904326-23-000001 filed by Kolinsky Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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