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RAND WEALTH, LLC: CVX position timeline

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

RAND WEALTH, LLC held 107,841 CVX shares at 2018-09-30 per its 13F-HR filed 2018-11-13.

the latest 13F is the newest step

  1. period ended2018-09-30
    13F 107,841 shares
    Change vs previous 13F -30,205 shares

    1.48% of the 13F portfolio, value $13,187,000.

    13F-HR 0001085146-18-002635 filed by RAND 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 ended2018-06-30
    13F 138,046 shares
    Change vs previous 13F -8,034 shares

    1.95% of the 13F portfolio, value $17,453,000.

    13F-HR 0001540141-18-000005 filed by RAND 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 ended2018-03-31
    13F 146,080 shares
    Change vs previous 13F -2,338 shares

    1.87% of the 13F portfolio, value $16,659,000.

    13F-HR 0001540141-18-000004 filed by RAND 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 ended2017-12-31
    13F 148,418 shares
    Change vs previous 13F -497 shares

    2.03% of the 13F portfolio, value $18,580,000.

    13F-HR 0001540141-18-000001 filed by RAND 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 ended2017-09-30
    13F 148,915 shares
    Change vs previous 13F -71 shares

    2.02% of the 13F portfolio, value $17,498,000.

    13F-HR 0001540141-17-000011 filed by RAND 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 ended2017-06-30
    13F 148,986 shares
    Change vs previous 13F -165 shares

    2.11% of the 13F portfolio, value $15,544,000.

    13F-HR 0001540141-17-000009 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-03-31
    13F 149,151 shares
    Change vs previous 13F +1,041 shares

    1.92% of the 13F portfolio, value $16,014,000.

    13F-HR 0001540141-17-000007 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2016-12-31
    13F 148,110 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $17,433,000.

    13F-HR 0001540141-17-000002 filed by RAND WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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