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MBE Wealth Management, LLC: CVX position timeline

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

MBE Wealth Management, LLC held 1,876 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,876 shares
    Change vs previous 13F +138 shares

    0.11% of the 13F portfolio, value $310,898.

    13F-HR 0001951757-26-001046 filed by MBE 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 1,738 shares
    Change vs previous 13F +163 shares

    0.15% of the 13F portfolio, value $359,508.

    13F-HR 0001951757-26-000681 filed by MBE 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 1,575 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $240,020.

    13F-HR 0001951757-26-000241 filed by MBE 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 1,582 shares
    Change vs previous 13F +31 shares

    0.11% of the 13F portfolio, value $245,638.

    13F-HR 0001951757-25-001220 filed by MBE 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 1,551 shares
    Change vs previous 13F -5 shares

    0.1% of the 13F portfolio, value $222,082.

    13F-HR 0001951757-25-000876 filed by MBE 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 1,556 shares
    Change vs previous 13F -65 shares

    0.12% of the 13F portfolio, value $260,310.

    13F-HR 0001951757-25-000408 filed by MBE Wealth Management, LLC
    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 1,621 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $234,832.

    13F-HR 0001951757-25-000103 filed by MBE Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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