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Disclosery

Kore Private Wealth LLC: CVX position timeline

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

Kore Private Wealth LLC held 55,878 CVX shares at 2022-09-30 per its 13F-HR filed 2022-11-14.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 55,878 shares
    Change vs previous 13F -13,718 shares

    1.45% of the 13F portfolio, value $8,028,000.

    13F-HR 0001762776-22-000006 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F/A 69,596 shares
    Change vs previous 13F -10,172 shares

    1.55% of the 13F portfolio, value $10,077,000.

    13F-HR/A 0001762776-22-000005 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 79,768 shares
    Change vs previous 13F +530 shares

    1.63% of the 13F portfolio, value $12,989,000.

    13F-HR 0001762776-22-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F/A 79,238 shares
    Change vs previous 13F -10,098 shares

    1.13% of the 13F portfolio, value $9,299,000.

    13F-HR/A 0001762776-22-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 89,336 shares
    Change vs previous 13F -8,386 shares

    0.95% of the 13F portfolio, value $9,063,000.

    13F-HR 0001762776-21-000004 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 97,722 shares
    Change vs previous 13F +90,574 shares

    1.15% of the 13F portfolio, value $10,235,000.

    13F-HR 0001762776-21-000003 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 7,148 shares
    Change vs previous 13F -178 shares

    0.1% of the 13F portfolio, value $749,000.

    13F-HR 0001762776-21-000002 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 7,326 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $619,000.

    13F-HR 0001762776-21-000001 filed by Kore Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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