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Disclosery

REDW Wealth LLC: CVX position timeline

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

REDW Wealth LLC held 1,436 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,436 shares
    Change vs previous 13F +96 shares

    0.09% of the 13F portfolio, value $238,067.

    13F-HR 0001688931-26-000007 filed by REDW 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 1,340 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $277,217.

    13F-HR 0001688931-26-000005 filed by REDW 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 1,329 shares
    Change vs previous 13F -170 shares

    0.08% of the 13F portfolio, value $202,477.

    13F-HR 0001688931-26-000003 filed by REDW 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 1,499 shares
    Change vs previous 13F +30 shares

    0.09% of the 13F portfolio, value $232,792.

    13F-HR 0001688931-25-000012 filed by REDW 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 1,469 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $210,290.

    13F-HR 0001688931-25-000007 filed by REDW 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 1,443 shares
    Change vs previous 13F +59 shares

    0.09% of the 13F portfolio, value $241,429.

    13F-HR 0001688931-25-000005 filed by REDW 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 ended2024-12-31
    13F 1,384 shares
    Change vs previous 13F -424 shares

    0.07% of the 13F portfolio, value $200,417.

    13F-HR 0001688931-25-000002 filed by REDW 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 ended2024-09-30
    13F 1,808 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $266,251.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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