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Disclosery

QTR Family Wealth, LLC: CVX position timeline

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

QTR Family Wealth, LLC held 8,817 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,817 shares
    Change vs previous 13F +2,354 shares

    0.51% of the 13F portfolio, value $1,461,490.

    13F-HR 0002067954-26-000003 filed by QTR Family Wealth, 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 6,463 shares
    Change vs previous 13F +42 shares

    0.5% of the 13F portfolio, value $1,208,620.

    13F-HR 0002067954-26-000002 filed by QTR Family Wealth, 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 6,421 shares
    Change vs previous 13F -262 shares

    0.52% of the 13F portfolio, value $1,170,313.

    13F-HR 0002067954-26-000001 filed by QTR Family Wealth, 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 6,683 shares
    Change vs previous 13F +1,089 shares

    0.49% of the 13F portfolio, value $1,037,745.

    13F-HR 0002067954-25-000004 filed by QTR Family Wealth, 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 5,594 shares
    Change vs previous 13F +1,169 shares

    0.5% of the 13F portfolio, value $800,947.

    13F-HR 0002067954-25-000002 filed by QTR Family Wealth, 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 4,425 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $740,247.

    13F-HR 0002067954-25-000001 filed by QTR Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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