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Disclosery

TRB Wealth Management, LLC: CVX position timeline

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

TRB Wealth Management, LLC held 7,351 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,351 shares
    Change vs previous 13F -5,611 shares

    0.16% of the 13F portfolio, value $1,218,502.

    13F-HR 0001214659-26-009943 filed by TRB Wealth Management, 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 12,962 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,681,891.

    13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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