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ParenteBeard Wealth Management, LLC: CVX position timeline

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

ParenteBeard Wealth Management, LLC held 1,296 CVX shares at 2014-12-31 per its 13F-HR filed 2015-01-28.

the latest 13F is the newest step

  1. period ended2014-12-31
    13F 1,296 shares
    Change vs previous 13F -11,803 shares

    0.22% of the 13F portfolio, value $11,551,000.

    13F-HR 0001515072-15-000001 filed by ParenteBeard 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 ended2014-09-30
    13F 13,099 shares
    Change vs previous 13F +1,002 shares

    0.65% of the 13F portfolio, value $1,563,000.

    13F-HR 0001515072-14-000004 filed by ParenteBeard 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 ended2014-06-30
    13F 12,097 shares
    Change vs previous 13F +97 shares

    0.69% of the 13F portfolio, value $1,579,000.

    13F-HR 0001515072-14-000003 filed by ParenteBeard 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 ended2014-03-31
    13F 12,000 shares
    Change vs previous 13F -7,453 shares

    0.71% of the 13F portfolio, value $1,426,938.

    13F-HR 0001515072-14-000002 filed by ParenteBeard 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 ended2013-12-31
    13F 19,453 shares
    Change vs previous 13F +6,416 shares

    0.95% of the 13F portfolio, value $2,430,000.

    13F-HR 0001515072-14-000001 filed by ParenteBeard 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 ended2013-09-30
    13F 13,037 shares
    Change vs previous 13F -362 shares

    0.77% of the 13F portfolio, value $1,584,000.

    13F-HR 0001515072-13-000008 filed by ParenteBeard 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 ended2013-06-30
    13F 13,399 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,586,000.

    13F-HR 0001515072-13-000007 filed by ParenteBeard Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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