Mattern Wealth Management LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mattern Wealth Management LLC on CVX, newest first. How the timeline and the estimate are built.
Mattern Wealth Management LLC held 16,837 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 16,837 sharesChange vs previous 13F +1,177 shares
0.46% of the 13F portfolio, value $2,790,846.
13F-HR 0001725547-26-000247 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,660 sharesChange vs previous 13F -4,775 shares
0.63% of the 13F portfolio, value $3,239,986.
13F-HR 0001725547-26-000157 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,435 sharesChange vs previous 13F -340 shares
0.6% of the 13F portfolio, value $3,114,448.
13F-HR 0001725547-26-000031 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,775 sharesChange vs previous 13F -457 shares
0.64% of the 13F portfolio, value $3,226,083.
13F-HR 0001725547-25-004127 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 21,232 sharesChange vs previous 13F -299 shares
0.63% of the 13F portfolio, value $3,040,215.
13F-HR 0001725547-25-003471 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,531 sharesChange vs previous 13F +99 shares
0.8% of the 13F portfolio, value $3,601,989.
13F-HR 0001725547-25-001445 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,432 sharesChange vs previous 13F -2,315 shares
0.68% of the 13F portfolio, value $3,104,214.
13F-HR 0001725547-25-000150 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,747 sharesChange vs previous 13F not available
0.77% of the 13F portfolio, value $3,497,162.
13F-HR 0001725547-24-005962 filed by Mattern Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).