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Disclosery

Smith Salley Wealth Management: CVX position timeline

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

Smith Salley Wealth Management held 129,777 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,777 shares
    Change vs previous 13F +2,915 shares

    0.93% of the 13F portfolio, value $21,511,758.

    13F-HR 0001062993-26-003799 filed by Smith Salley 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 126,862 shares
    Change vs previous 13F +4,198 shares

    1.32% of the 13F portfolio, value $26,247,848.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 122,664 shares
    Change vs previous 13F -2,592 shares

    0.93% of the 13F portfolio, value $18,695,268.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 125,256 shares
    Change vs previous 13F -1,104 shares

    1% of the 13F portfolio, value $19,450,998.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 126,360 shares
    Change vs previous 13F +1,840 shares

    1.05% of the 13F portfolio, value $18,093,419.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 124,520 shares
    Change vs previous 13F +1,864 shares

    1.37% of the 13F portfolio, value $20,830,950.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 122,656 shares
    Change vs previous 13F -534 shares

    1.14% of the 13F portfolio, value $17,765,563.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 123,190 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $18,142,184.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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