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Disclosery

Total Wealth Planning, LLC: CVX position timeline

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

Total Wealth Planning, LLC held 0 CVX shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,966 shares

    13F-HR 0001951757-26-000432 filed by Total Wealth Planning, LLC
    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 ended2025-09-30
    13F 10,966 shares
    Change vs previous 13F +34 shares

    0.2% of the 13F portfolio, value $1,702,901.

    13F-HR 0001951757-25-001163 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,932 shares
    Change vs previous 13F -121 shares

    0.2% of the 13F portfolio, value $1,565,349.

    13F-HR 0001951757-25-000851 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 11,053 shares
    Change vs previous 13F -9 shares

    0.28% of the 13F portfolio, value $1,849,044.

    13F-HR 0001951757-25-000369 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 11,062 shares
    Change vs previous 13F +3,077 shares

    0.25% of the 13F portfolio, value $1,602,194.

    13F-HR 0001951757-25-000031 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 7,985 shares
    Change vs previous 13F +2,925 shares

    0.18% of the 13F portfolio, value $1,175,975.

    13F-HR 0001951757-24-001008 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 5,060 shares
    Change vs previous 13F -66 shares

    0.13% of the 13F portfolio, value $798,310.

    13F-HR 0001951757-24-000632 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 5,126 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $808,569.

    13F-HR 0001951757-24-000335 filed by Total Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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