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McKinley Carter Wealth Services, Inc.: CVX position timeline

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

McKinley Carter Wealth Services, Inc. held 25,456 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,456 shares
    Change vs previous 13F +925 shares

    0.22% of the 13F portfolio, value $4,219,515.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 24,531 shares
    Change vs previous 13F -710 shares

    0.29% of the 13F portfolio, value $5,075,448.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    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 25,241 shares
    Change vs previous 13F +597 shares

    0.21% of the 13F portfolio, value $3,846,996.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,644 shares
    Change vs previous 13F +630 shares

    0.2% of the 13F portfolio, value $3,826,979.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 24,014 shares
    Change vs previous 13F +3,002 shares

    0.19% of the 13F portfolio, value $3,438,559.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 21,012 shares
    Change vs previous 13F +667 shares

    0.22% of the 13F portfolio, value $3,515,158.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    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 20,345 shares
    Change vs previous 13F -776 shares

    0.18% of the 13F portfolio, value $2,946,744.

    13F-HR 0001085146-25-000416 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 21,121 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $3,110,481.

    13F-HR 0001085146-24-004914 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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