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Portside Wealth Group, LLC: CVX position timeline

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

Portside Wealth Group, LLC held 25,540 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,540 shares
    Change vs previous 13F +596 shares

    0.49% of the 13F portfolio, value $4,233,402.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 24,944 shares
    Change vs previous 13F -1,576 shares

    0.7% of the 13F portfolio, value $5,160,939.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 26,520 shares
    Change vs previous 13F +791 shares

    0.55% of the 13F portfolio, value $4,041,947.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 25,729 shares
    Change vs previous 13F +2,875 shares

    0.55% of the 13F portfolio, value $3,995,529.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 22,854 shares
    Change vs previous 13F +162 shares

    0.48% of the 13F portfolio, value $3,272,494.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 22,692 shares
    Change vs previous 13F +3,438 shares

    0.62% of the 13F portfolio, value $3,796,175.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 19,254 shares
    Change vs previous 13F +1,212 shares

    0.46% of the 13F portfolio, value $2,788,689.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, LLC
    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 18,042 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,657,123.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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