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Disclosery

Refined Wealth Management: CVX position timeline

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

Refined Wealth Management held 44,951 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,951 shares
    Change vs previous 13F +515 shares

    4.5% of the 13F portfolio, value $7,451,055.

    13F-HR 0001724729-26-000005 filed by Refined Wealth Management
    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 44,436 shares
    Change vs previous 13F not available

    5.8% of the 13F portfolio, value $9,193,709.

    13F-HR 0001724729-26-000003 filed by Refined Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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