SpringVest Wealth Management LLC: CVX position timeline

SpringVest Wealth Management LLC held 1,841 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,841 shares

   Change vs previous 13F -23 shares

   0.19% of the 13F portfolio, value $305,195.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,864 shares

   Change vs previous 13F +44 shares

   0.26% of the 13F portfolio, value $385,697.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,820 shares

   Change vs previous 13F +4 shares

   0.19% of the 13F portfolio, value $277,386.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,816 shares

   Change vs previous 13F +2 shares

   0.21% of the 13F portfolio, value $282,007.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,814 shares

   Change vs previous 13F -51 shares

   0.21% of the 13F portfolio, value $259,747.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,865 shares

   Change vs previous 13F 0 shares

   0.26% of the 13F portfolio, value $311,996.

   13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,865 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $270,127.

   13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
   Filed 2025-03-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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