Palumbo Wealth Management LLC: CVX position timeline

Palumbo Wealth Management LLC held 4,106 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 4,106 shares

   Change vs previous 13F +101 shares

   0.14% of the 13F portfolio, value $680,668.

   13F-HR 0001951757-26-001230 filed by Palumbo Wealth Management LLC
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,005 shares

   Change vs previous 13F +237 shares

   0.2% of the 13F portfolio, value $828,568.

   13F-HR 0001951757-26-000821 filed by Palumbo Wealth Management LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,768 shares

   Change vs previous 13F +13 shares

   0.14% of the 13F portfolio, value $574,341.

   13F-HR 0001951757-26-000262 filed by Palumbo Wealth Management LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,755 shares

   Change vs previous 13F +461 shares

   0.16% of the 13F portfolio, value $495,594.

   13F-HR 0001951757-25-001362 filed by Palumbo Wealth Management LLC
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,294 shares

   Change vs previous 13F -350 shares

   0.15% of the 13F portfolio, value $471,629.

   13F-HR 0001951757-25-000827 filed by Palumbo Wealth Management LLC
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 3,644 shares

   Change vs previous 13F +533 shares

   0.2% of the 13F portfolio, value $609,545.

   13F-HR 0001951757-25-000421 filed by Palumbo Wealth Management LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 3,111 shares

   Change vs previous 13F +23 shares

   0.17% of the 13F portfolio, value $450,662.

   13F-HR 0001951757-25-000159 filed by Palumbo Wealth Management LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 3,088 shares

   Change vs previous 13F not available

   0.18% of the 13F portfolio, value $454,784.

   13F-HR 0001951757-24-001129 filed by Palumbo Wealth Management LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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