Quadrant Private Wealth Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Quadrant Private Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.
Quadrant Private Wealth Management, LLC held 0 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -19,895 shares
13F-HR 0001725547-26-000263 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 19,895 sharesChange vs previous 13F -5,455 shares
0.64% of the 13F portfolio, value $4,116,281.
13F-HR 0001725547-26-000168 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 25,350 sharesChange vs previous 13F -2,151 shares
0.63% of the 13F portfolio, value $3,863,639.
13F-HR 0001725547-26-000052 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 27,501 sharesChange vs previous 13F +2,096 shares
0.78% of the 13F portfolio, value $4,270,576.
13F-HR 0001725547-25-004204 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 25,405 sharesChange vs previous 13F +6,569 shares
0.75% of the 13F portfolio, value $3,637,702.
13F-HR 0001725547-25-003656 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,836 sharesChange vs previous 13F -1,305 shares
0.78% of the 13F portfolio, value $3,151,068.
13F-HR 0001725547-25-001943 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,141 sharesChange vs previous 13F +1,035 shares
0.72% of the 13F portfolio, value $2,917,156.
13F-HR 0001725547-25-000268 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,106 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $2,813,712.
13F-HR 0001725547-24-006345 filed by Quadrant Private Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).