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SteelPeak Wealth, LLC: CVX position timeline

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

SteelPeak Wealth, LLC held 118,919 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,919 shares
    Change vs previous 13F +3,583 shares

    0.52% of the 13F portfolio, value $19,712,062.

    13F-HR 0001801868-26-000003 filed by SteelPeak Wealth, LLC
    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 115,336 shares
    Change vs previous 13F -8,447 shares

    0.75% of the 13F portfolio, value $23,862,979.

    13F-HR 0001801868-26-000002 filed by SteelPeak Wealth, LLC
    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 123,783 shares
    Change vs previous 13F +40,755 shares

    0.62% of the 13F portfolio, value $18,865,730.

    13F-HR 0001801868-26-000001 filed by SteelPeak Wealth, LLC
    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 83,028 shares
    Change vs previous 13F -60,720 shares

    0.43% of the 13F portfolio, value $12,893,404.

    13F-HR 0001801868-25-000003 filed by SteelPeak Wealth, LLC
    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 143,748 shares
    Change vs previous 13F +5,277 shares

    0.8% of the 13F portfolio, value $20,583,241.

    13F-HR 0001221073-25-000064 filed by SteelPeak Wealth, LLC
    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 138,471 shares
    Change vs previous 13F +93,674 shares

    0.99% of the 13F portfolio, value $23,164,784.

    13F-HR 0001221073-25-000042 filed by SteelPeak Wealth, LLC
    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 44,797 shares
    Change vs previous 13F -34,836 shares

    0.27% of the 13F portfolio, value $6,488,347.

    13F-HR 0001221073-25-000006 filed by SteelPeak Wealth, LLC
    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 79,633 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $11,727,576.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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