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Sanctuary Wealth Management, L.L.C.: CVX position timeline

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

Sanctuary Wealth Management, L.L.C. held 420 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 420 shares
    Change vs previous 13F +95 shares

    0.04% of the 13F portfolio, value $60,833.

    13F-HR 0001728436-25-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 325 shares
    Change vs previous 13F +325 shares

    0.03% of the 13F portfolio, value $47,863.

    13F-HR 0001728436-24-000005 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -43 shares

    13F-HR 0001728436-24-000001 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2023-09-30
    13F 43 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $7,251.

    13F-HR 0001728436-23-000004 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 51 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $8,025.

    13F-HR 0001728436-23-000003 filed by Sanctuary Wealth Management, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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