SeaCrest Wealth Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SeaCrest Wealth Management, LLC on CVX, newest first. How the timeline and the estimate are built.
SeaCrest Wealth Management, LLC held 24,259 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 24,259 sharesChange vs previous 13F -3,616 shares
0.45% of the 13F portfolio, value $4,021,107.
13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,875 sharesChange vs previous 13F +1,703 shares
0.62% of the 13F portfolio, value $5,767,391.
13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 26,172 sharesChange vs previous 13F -562 shares
0.41% of the 13F portfolio, value $4,061,886.
13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,734 sharesChange vs previous 13F +1,754 shares
0.43% of the 13F portfolio, value $4,110,077.
13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 24,980 sharesChange vs previous 13F -13,229 shares
0.39% of the 13F portfolio, value $3,576,915.
13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 38,209 sharesChange vs previous 13F -998 shares
0.72% of the 13F portfolio, value $6,391,910.
13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,207 sharesChange vs previous 13F -104 shares
0.6% of the 13F portfolio, value $5,678,736.
13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,311 sharesChange vs previous 13F not available
0.62% of the 13F portfolio, value $5,789,374.
13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).