Skip to content
Disclosery

Orca Wealth Management, LLC: CVX position timeline

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

Orca Wealth Management, LLC held 14,122 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,122 shares
    Change vs previous 13F -48 shares

    1.4% of the 13F portfolio, value $2,340,932.

    13F-HR 0002043765-26-000002 filed by Orca 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 14,170 shares
    Change vs previous 13F +46 shares

    2.09% of the 13F portfolio, value $2,931,677.

    13F-HR 0002085853-26-000478 filed by Orca 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 14,124 shares
    Change vs previous 13F +29 shares

    1.78% of the 13F portfolio, value $2,487,218.

    13F-HR 0002085853-26-000215 filed by Orca 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 14,095 shares
    Change vs previous 13F -77 shares

    1.66% of the 13F portfolio, value $2,188,889.

    13F-HR 0002085853-25-000270 filed by Orca 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 14,172 shares
    Change vs previous 13F -71 shares

    1.71% of the 13F portfolio, value $2,029,227.

    13F-HR 0001667731-25-000916 filed by Orca 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 14,243 shares
    Change vs previous 13F -2 shares

    2.13% of the 13F portfolio, value $2,382,684.

    13F-HR 0001667731-25-000609 filed by Orca 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 14,245 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $2,063,246.

    13F-HR 0001667731-25-000093 filed by Orca Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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