Skip to content
Disclosery

Total Wealth Planning & Management, Inc.: CVX position timeline

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

Total Wealth Planning & Management, Inc. held 5,538 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,538 shares
    Change vs previous 13F -742 shares

    0.67% of the 13F portfolio, value $917,994.

    13F-HR 0002085853-26-000890 filed by Total Wealth Planning & Management, Inc.
    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 6,280 shares
    Change vs previous 13F -2,012 shares

    1.03% of the 13F portfolio, value $1,299,337.

    13F-HR 0002085853-26-000563 filed by Total Wealth Planning & Management, Inc.
    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 8,292 shares
    Change vs previous 13F -508 shares

    1% of the 13F portfolio, value $1,263,782.

    13F-HR 0002085853-26-000238 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 8,800 shares
    Change vs previous 13F +1,512 shares

    0.99% of the 13F portfolio, value $1,145,311.

    13F-HR 0001667731-25-000934 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,288 shares
    Change vs previous 13F +3,687 shares

    1.25% of the 13F portfolio, value $1,219,250.

    13F-HR 0001667731-25-000516 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 3,601 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $521,582.

    13F-HR 0001667731-25-000316 filed by Total Wealth Planning & Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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