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Disclosery

Marcum Wealth, LLC: CVX position timeline

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

Marcum Wealth, LLC held 17,823 CVX shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 17,823 shares
    Change vs previous 13F +266 shares

    0.26% of the 13F portfolio, value $2,981,684.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 17,557 shares
    Change vs previous 13F -405 shares

    0.22% of the 13F portfolio, value $2,542,892.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 17,962 shares
    Change vs previous 13F -1,219 shares

    0.25% of the 13F portfolio, value $2,645,261.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 19,181 shares
    Change vs previous 13F -578 shares

    0.3% of the 13F portfolio, value $3,000,366.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 19,759 shares
    Change vs previous 13F +2,152 shares

    0.32% of the 13F portfolio, value $3,116,719.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 17,607 shares
    Change vs previous 13F -195 shares

    0.28% of the 13F portfolio, value $2,626,308.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 17,802 shares
    Change vs previous 13F +170 shares

    0.36% of the 13F portfolio, value $3,001,701.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 17,632 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,774,469.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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