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LeConte Wealth Management, LLC: CVX position timeline

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

LeConte Wealth Management, LLC held 4,112 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,112 shares
    Change vs previous 13F -121 shares

    0.37% of the 13F portfolio, value $681,605.

    13F-HR 0001172661-26-003153 filed by LeConte 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 ended2026-03-31
    13F 4,233 shares
    Change vs previous 13F +80 shares

    0.57% of the 13F portfolio, value $875,808.

    13F-HR 0001172661-26-001702 filed by LeConte 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 ended2025-12-31
    13F 4,153 shares
    Change vs previous 13F -9 shares

    0.41% of the 13F portfolio, value $632,959.

    13F-HR 0001172661-26-000199 filed by LeConte 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 ended2025-09-30
    13F 4,162 shares
    Change vs previous 13F +1,887 shares

    0.43% of the 13F portfolio, value $646,317.

    13F-HR 0001172661-25-004305 filed by LeConte 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 ended2025-06-30
    13F 2,275 shares
    Change vs previous 13F +526 shares

    0.22% of the 13F portfolio, value $325,757.

    13F-HR 0001172661-25-002599 filed by LeConte 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 ended2025-03-31
    13F 1,749 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $292,590.

    13F-HR 0001172661-25-001789 filed by LeConte Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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