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Disclosery

Trajan Wealth LLC: CVX position timeline

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

Trajan Wealth LLC held 45,769 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,769 shares
    Change vs previous 13F +10,141 shares

    0.29% of the 13F portfolio, value $7,586,604.

    13F-HR 0001934415-26-000005 filed by Trajan 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 35,628 shares
    Change vs previous 13F +754 shares

    0.3% of the 13F portfolio, value $7,371,519.

    13F-HR 0001934415-26-000004 filed by Trajan 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 34,874 shares
    Change vs previous 13F +778 shares

    0.22% of the 13F portfolio, value $5,315,084.

    13F-HR 0001934415-26-000001 filed by Trajan 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 34,096 shares
    Change vs previous 13F +590 shares

    0.23% of the 13F portfolio, value $5,294,806.

    13F-HR 0001934415-25-000005 filed by Trajan 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 33,506 shares
    Change vs previous 13F +863 shares

    0.23% of the 13F portfolio, value $4,797,770.

    13F-HR 0001934415-25-000004 filed by Trajan 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 32,643 shares
    Change vs previous 13F -924 shares

    0.3% of the 13F portfolio, value $5,460,923.

    13F-HR 0001085146-25-002998 filed by Trajan 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 33,567 shares
    Change vs previous 13F +2,372 shares

    0.27% of the 13F portfolio, value $4,861,831.

    13F-HR 0001934415-25-000002 filed by Trajan 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 31,195 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,594,087.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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