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Disclosery

Massachusetts Wealth Management: CVX position timeline

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

Massachusetts Wealth Management held 28,354 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,354 shares
    Change vs previous 13F -125 shares

    1.79% of the 13F portfolio, value $4,699,959.

    13F-HR 0001966011-26-000004 filed by Massachusetts 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 28,479 shares
    Change vs previous 13F +8,285 shares

    2.55% of the 13F portfolio, value $5,892,305.

    13F-HR 0001966011-26-000002 filed by Massachusetts 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 20,194 shares
    Change vs previous 13F -49 shares

    1.43% of the 13F portfolio, value $3,077,768.

    13F-HR 0001966011-26-000001 filed by Massachusetts 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 ended2025-09-30
    13F 20,243 shares
    Change vs previous 13F -10 shares

    1.56% of the 13F portfolio, value $3,143,535.

    13F-HR 0001966011-25-000002 filed by Massachusetts 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 ended2025-06-30
    13F 20,253 shares
    Change vs previous 13F -10 shares

    1.64% of the 13F portfolio, value $2,900,027.

    13F-HR 0001085146-25-004083 filed by Massachusetts 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 ended2025-03-31
    13F 20,263 shares
    Change vs previous 13F -325 shares

    2.32% of the 13F portfolio, value $3,389,797.

    13F-HR 0001085146-25-002134 filed by Massachusetts 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 ended2024-12-31
    13F 20,588 shares
    Change vs previous 13F -200 shares

    1.84% of the 13F portfolio, value $2,981,966.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 20,788 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,061,449.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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