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Disclosery

NewEdge Wealth, LLC: CVX position timeline

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

NewEdge Wealth, LLC held 69,556 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,556 shares
    Change vs previous 13F +1,590 shares

    0.12% of the 13F portfolio, value $11,529,636.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 67,966 shares
    Change vs previous 13F -17,788 shares

    0.17% of the 13F portfolio, value $14,062,218.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 85,754 shares
    Change vs previous 13F +4,154 shares

    0.15% of the 13F portfolio, value $13,069,702.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 81,600 shares
    Change vs previous 13F +5,876 shares

    0.18% of the 13F portfolio, value $12,457,079.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 75,724 shares
    Change vs previous 13F +14,123 shares

    0.18% of the 13F portfolio, value $11,597,826.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 61,601 shares
    Change vs previous 13F +4,324 shares

    0.19% of the 13F portfolio, value $10,305,246.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 57,277 shares
    Change vs previous 13F +1,153 shares

    0.14% of the 13F portfolio, value $8,296,009.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 56,124 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $8,265,367.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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