Skip to content
Disclosery

Strategic Family Wealth Counselors, L.L.C.: CVX position timeline

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

Strategic Family Wealth Counselors, L.L.C. held 0 CVX shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,703 shares

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 1,703 shares
    Change vs previous 13F +292 shares

    0.09% of the 13F portfolio, value $284,895.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 1,411 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $204,370.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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