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Pacific Wealth Strategies Group, Inc.: CVX position timeline

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

Pacific Wealth Strategies Group, Inc. held 9,230 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,230 shares
    Change vs previous 13F +772 shares

    0.88% of the 13F portfolio, value $1,529,895.

    13F-HR 0001766571-26-000004 filed by Pacific Wealth Strategies Group, Inc.
    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 8,458 shares
    Change vs previous 13F -929 shares

    1.09% of the 13F portfolio, value $1,749,960.

    13F-HR 0001766571-26-000003 filed by Pacific Wealth Strategies Group, Inc.
    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 9,387 shares
    Change vs previous 13F -950 shares

    0.81% of the 13F portfolio, value $1,430,673.

    13F-HR 0001766571-26-000002 filed by Pacific Wealth Strategies Group, Inc.
    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 10,337 shares
    Change vs previous 13F -318 shares

    0.98% of the 13F portfolio, value $1,605,233.

    13F-HR 0001766571-25-000008 filed by Pacific Wealth Strategies Group, Inc.
    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 10,655 shares
    Change vs previous 13F +158 shares

    1.06% of the 13F portfolio, value $1,615,724.

    13F-HR 0001766571-25-000006 filed by Pacific Wealth Strategies Group, Inc.
    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 10,497 shares
    Change vs previous 13F +202 shares

    1.3% of the 13F portfolio, value $1,756,043.

    13F-HR 0001766571-25-000003 filed by Pacific Wealth Strategies Group, Inc.
    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 10,295 shares
    Change vs previous 13F +49 shares

    1.04% of the 13F portfolio, value $1,491,128.

    13F-HR 0001766571-25-000002 filed by Pacific Wealth Strategies Group, Inc.
    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 10,246 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $1,508,928.

    13F-HR 0001766571-24-000007 filed by Pacific Wealth Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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