OMNI 360 Wealth, Inc.: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OMNI 360 Wealth, Inc. on CVX, newest first. How the timeline and the estimate are built.
OMNI 360 Wealth, Inc. held 2,294 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 2,294 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $468,458.
13F-HR 0002085853-26-001158 filed by OMNI 360 Wealth, Inc.
Accepted , ingested - period ended2026-06-3013F 2,294 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $380,253.
13F-HR 0002085853-26-000696 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,294 sharesChange vs previous 13F 0 shares
0.24% of the 13F portfolio, value $474,629.
13F-HR 0002085853-26-000361 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,294 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $383,649.
13F-HR 0002085853-26-000136 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,294 sharesChange vs previous 13F -5 shares
0.2% of the 13F portfolio, value $356,235.
13F-HR 0002085853-25-000118 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F/A 2,299 sharesChange vs previous 13F -1 shares
0.2% of the 13F portfolio, value $329,226.
13F-HR/A 0002085853-25-000164 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,300 sharesChange vs previous 13F -109 shares
0.26% of the 13F portfolio, value $384,841.
13F-HR/A 0002085853-25-000163 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 2,409 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $348,974.
13F-HR/A 0002085853-25-000162 filed by OMNI 360 Wealth, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).