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McGlone Suttner Wealth Management, Inc.: CVX position timeline

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

McGlone Suttner Wealth Management, Inc. held 4,363 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,363 shares
    Change vs previous 13F +564 shares

    0.1% of the 13F portfolio, value $890,867.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,799 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $629,640.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,790 shares
    Change vs previous 13F +112 shares

    0.1% of the 13F portfolio, value $784,185.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,678 shares
    Change vs previous 13F -1,845 shares

    0.08% of the 13F portfolio, value $560,510.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,523 shares
    Change vs previous 13F +105 shares

    0.12% of the 13F portfolio, value $857,658.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,418 shares
    Change vs previous 13F -97 shares

    0.12% of the 13F portfolio, value $775,759.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,515 shares
    Change vs previous 13F +1,181 shares

    0.15% of the 13F portfolio, value $922,600.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,334 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $627,808.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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