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Disclosery

TLWM: CVX position timeline

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

TLWM held 9,934 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,934 shares
    Change vs previous 13F -72 shares

    0.32% of the 13F portfolio, value $2,028,623.

    13F-HR 0001085146-26-000842 filed by TLWM
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,006 shares
    Change vs previous 13F -174 shares

    0.27% of the 13F portfolio, value $1,658,597.

    13F-HR 0001732537-26-000004 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,180 shares
    Change vs previous 13F +277 shares

    0.38% of the 13F portfolio, value $2,106,245.

    13F-HR 0001732537-26-000003 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,903 shares
    Change vs previous 13F -170 shares

    0.28% of the 13F portfolio, value $1,509,314.

    13F-HR 0001732537-26-000001 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,073 shares
    Change vs previous 13F +555 shares

    0.28% of the 13F portfolio, value $1,564,236.

    13F-HR 0001085146-25-005906 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,518 shares
    Change vs previous 13F +12 shares

    0.26% of the 13F portfolio, value $1,362,880.

    13F-HR 0001085146-25-004210 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,506 shares
    Change vs previous 13F +102 shares

    0.32% of the 13F portfolio, value $1,590,255.

    13F-HR 0001085146-25-003000 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,404 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,362,074.

    13F-HR 0001085146-25-000159 filed by TLWM
    Filed (acceptance time not in the bulk data set), ingested

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