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Disclosery

VANTAGE WEALTH: CVX position timeline

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

VANTAGE WEALTH held 122,295 CVX shares at 2025-12-31 per its 13F-HR filed 2026-01-14.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 122,295 shares
    Change vs previous 13F -1,260 shares

    4.03% of the 13F portfolio, value $18,638,981.

    13F-HR 0001172661-26-000188 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 123,555 shares
    Change vs previous 13F -1,945 shares

    4.17% of the 13F portfolio, value $19,186,856.

    13F-HR 0001172661-25-004278 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 125,500 shares
    Change vs previous 13F +635 shares

    4.07% of the 13F portfolio, value $17,970,345.

    13F-HR 0001172661-25-002565 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 124,865 shares
    Change vs previous 13F -235 shares

    4.72% of the 13F portfolio, value $20,888,666.

    13F-HR 0001569174-25-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 125,100 shares
    Change vs previous 13F +14,404 shares

    3.9% of the 13F portfolio, value $18,119,484.

    13F-HR 0001569174-25-000002 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 110,696 shares
    Change vs previous 13F -840 shares

    3.53% of the 13F portfolio, value $16,302,200.

    13F-HR 0001569174-24-000007 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 111,536 shares
    Change vs previous 13F -385 shares

    4.02% of the 13F portfolio, value $17,446,461.

    13F-HR 0001569174-24-000006 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 111,921 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $17,654,419.

    13F-HR 0001569174-24-000005 filed by VANTAGE WEALTH
    Filed (acceptance time not in the bulk data set), ingested

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