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Disclosery

Signature Wealth Management Group: CVX position timeline

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

Signature Wealth Management Group held 27,977 CVX shares at 2026-03-31 per its 13F-HR filed 2026-04-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 27,977 shares
    Change vs previous 13F -185 shares

    2.2% of the 13F portfolio, value $5,788,413.

    13F-HR 0001736666-26-000002 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 28,162 shares
    Change vs previous 13F +262 shares

    1.75% of the 13F portfolio, value $4,292,135.

    13F-HR 0001736666-26-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 27,900 shares
    Change vs previous 13F +1,071 shares

    1.68% of the 13F portfolio, value $4,332,659.

    13F-HR 0001736666-25-000006 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 26,829 shares
    Change vs previous 13F -12 shares

    1.52% of the 13F portfolio, value $3,841,612.

    13F-HR 0001736666-25-000005 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 26,841 shares
    Change vs previous 13F +198 shares

    1.75% of the 13F portfolio, value $4,490,259.

    13F-HR 0001736666-25-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,643 shares
    Change vs previous 13F +1,759 shares

    1.55% of the 13F portfolio, value $3,858,967.

    13F-HR 0001736666-25-000001 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 24,884 shares
    Change vs previous 13F +433 shares

    1.47% of the 13F portfolio, value $3,664,668.

    13F-HR 0001736666-24-000004 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 24,451 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $3,824,618.

    13F-HR 0001736666-24-000003 filed by Signature Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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