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Disclosery

RMR Wealth Builders: CVX position timeline

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

RMR Wealth Builders held 31,456 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,456 shares
    Change vs previous 13F +5,832 shares

    0.32% of the 13F portfolio, value $5,214,145.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 25,624 shares
    Change vs previous 13F +1,116 shares

    0.42% of the 13F portfolio, value $5,301,702.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 24,508 shares
    Change vs previous 13F +1,846 shares

    0.3% of the 13F portfolio, value $3,735,241.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 22,662 shares
    Change vs previous 13F +1,064 shares

    0.29% of the 13F portfolio, value $3,519,237.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 21,598 shares
    Change vs previous 13F +1,534 shares

    0.28% of the 13F portfolio, value $3,092,569.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 20,064 shares
    Change vs previous 13F +1,969 shares

    0.35% of the 13F portfolio, value $3,356,586.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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/A 18,095 shares
    Change vs previous 13F +391 shares

    0.27% of the 13F portfolio, value $2,620,834.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 17,704 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,607,306.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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