Skip to content
Disclosery

Modern Wealth Management, LLC: CVX position timeline

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

Modern Wealth Management, LLC held 85,559 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,559 shares
    Change vs previous 13F +5,197 shares

    0.17% of the 13F portfolio, value $14,182,455.

    13F-HR 0002001900-26-000007 filed by Modern 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 80,362 shares
    Change vs previous 13F -45,590 shares

    0.27% of the 13F portfolio, value $15,864,126.

    13F-HR 0002001900-26-000006 filed by Modern 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 125,952 shares
    Change vs previous 13F +4,483 shares

    0.35% of the 13F portfolio, value $19,196,368.

    13F-HR 0002001900-26-000001 filed by Modern 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 121,469 shares
    Change vs previous 13F +5,550 shares

    0.37% of the 13F portfolio, value $18,863,060.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 115,919 shares
    Change vs previous 13F +3,331 shares

    0.41% of the 13F portfolio, value $16,598,370.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 112,588 shares
    Change vs previous 13F +9,186 shares

    0.6% of the 13F portfolio, value $18,834,948.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 103,402 shares
    Change vs previous 13F +77,980 shares

    0.56% of the 13F portfolio, value $14,976,804.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    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/A 25,422 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,743,729.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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