Skip to content
Disclosery

Private Wealth Asset Management, LLC: CVX position timeline

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

Private Wealth Asset Management, LLC held 26,233 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,233 shares
    Change vs previous 13F +1,773 shares

    0.42% of the 13F portfolio, value $4,348,382.

    13F-HR 0001883006-26-000007 filed by Private Wealth Asset 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 ended2026-03-31
    13F 24,460 shares
    Change vs previous 13F +65 shares

    0.54% of the 13F portfolio, value $5,060,774.

    13F-HR 0001883006-26-000005 filed by Private Wealth Asset 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 ended2025-12-31
    13F 24,395 shares
    Change vs previous 13F -135 shares

    0.4% of the 13F portfolio, value $3,718,042.

    13F-HR 0001883006-26-000003 filed by Private Wealth Asset 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 ended2025-09-30
    13F 24,530 shares
    Change vs previous 13F +2,478 shares

    0.45% of the 13F portfolio, value $3,809,264.

    13F-HR 0001883006-25-000003 filed by Private Wealth Asset 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 ended2025-06-30
    13F 22,052 shares
    Change vs previous 13F -2,143 shares

    0.42% of the 13F portfolio, value $3,157,662.

    13F-HR 0001855205-25-000033 filed by Private Wealth Asset 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 ended2025-03-31
    13F 24,195 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,047,540.

    13F-HR 0001855205-25-000031 filed by Private Wealth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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