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Disclosery

Transform Wealth, LLC: CVX position timeline

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

Transform Wealth, LLC held 91,885 CVX shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 91,885 shares
    Change vs previous 13F -552 shares

    0.93% of the 13F portfolio, value $15,371,401.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 92,437 shares
    Change vs previous 13F +22,948 shares

    0.74% of the 13F portfolio, value $13,388,534.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 69,489 shares
    Change vs previous 13F -5,073 shares

    0.68% of the 13F portfolio, value $10,233,684.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 74,562 shares
    Change vs previous 13F +130 shares

    0.88% of the 13F portfolio, value $11,663,006.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 74,432 shares
    Change vs previous 13F -7,396 shares

    1.11% of the 13F portfolio, value $11,740,874.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 81,828 shares
    Change vs previous 13F -2,471 shares

    1.19% of the 13F portfolio, value $12,205,470.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 84,299 shares
    Change vs previous 13F -24,056 shares

    1.5% of the 13F portfolio, value $14,214,531.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 108,355 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $17,049,569.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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