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PUFF WEALTH MANAGEMENT, LLC: CVX position timeline

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

PUFF WEALTH MANAGEMENT, LLC held 2,216 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,216 shares
    Change vs previous 13F 0 shares

    0.43% of the 13F portfolio, value $452,631.

    13F-HR 0002085853-26-001100 filed by PUFF WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,216 shares
    Change vs previous 13F -20 shares

    0.37% of the 13F portfolio, value $367,370.

    13F-HR 0002085853-26-000648 filed by PUFF 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 ended2025-12-31
    13F 2,236 shares
    Change vs previous 13F +20 shares

    0.45% of the 13F portfolio, value $348,560.

    13F-HR 0002085853-26-000011 filed by PUFF 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 ended2025-09-30
    13F 2,216 shares
    Change vs previous 13F +2 shares

    0.52% of the 13F portfolio, value $344,045.

    13F-HR 0002085853-25-000009 filed by PUFF 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 ended2025-06-30
    13F 2,214 shares
    Change vs previous 13F -171 shares

    0.52% of the 13F portfolio, value $317,049.

    13F-HR 0001667731-25-001133 filed by PUFF 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 ended2025-03-31
    13F 2,385 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $398,969.

    13F-HR 0001667731-25-000431 filed by PUFF 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 ended2024-12-31
    13F 2,385 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $345,391.

    13F-HR 0001667731-25-000188 filed by PUFF WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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