Processus Wealth & Capital Management, LLC: CVX position timeline

Processus Wealth & Capital Management, LLC held 11,444 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 11,444 shares

   Change vs previous 13F -612 shares

   1.12% of the 13F portfolio, value $1,896,904.

   13F-HR/A 0001214659-26-008578 filed by Processus Wealth & Capital Management, LLC
   Filed 2026-07-15 (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 12,056 shares

   Change vs previous 13F +528 shares

   1.69% of the 13F portfolio, value $2,494,437.

   13F-HR 0001214659-26-005982 filed by Processus Wealth & Capital 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 11,528 shares

   Change vs previous 13F +462 shares

   1.16% of the 13F portfolio, value $1,756,960.

   13F-HR 0001214659-26-000243 filed by Processus Wealth & Capital Management, LLC
   Filed 2026-01-07 (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 11,066 shares

   Change vs previous 13F +1,281 shares

   1.23% of the 13F portfolio, value $1,718,465.

   13F-HR 0001214659-25-015846 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-11-04 (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 9,785 shares

   Change vs previous 13F +813 shares

   1.11% of the 13F portfolio, value $1,401,053.

   13F-HR 0001214659-25-010460 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-07-16 (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 8,972 shares

   Change vs previous 13F +168 shares

   1.28% of the 13F portfolio, value $1,500,898.

   13F-HR 0001214659-25-006705 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-04-30 (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 8,804 shares

   Change vs previous 13F +77 shares

   1.02% of the 13F portfolio, value $1,275,200.

   13F-HR 0001214659-25-001895 filed by Processus Wealth & Capital Management, LLC
   Filed 2025-02-04 (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 8,727 shares

   Change vs previous 13F not available

   1.06% of the 13F portfolio, value $1,285,288.

   13F-HR 0001214659-24-018265 filed by Processus Wealth & Capital Management, LLC
   Filed 2024-11-01 (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).