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Disclosery

Triangle Securities Wealth Management: CVX position timeline

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

Triangle Securities Wealth Management held 13,577 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,577 shares
    Change vs previous 13F -127 shares

    0.45% of the 13F portfolio, value $2,250,527.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 13,704 shares
    Change vs previous 13F -937 shares

    0.64% of the 13F portfolio, value $2,835,330.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 14,641 shares
    Change vs previous 13F -512 shares

    0.47% of the 13F portfolio, value $2,231,391.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 15,153 shares
    Change vs previous 13F +2,097 shares

    0.53% of the 13F portfolio, value $2,353,102.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 13,056 shares
    Change vs previous 13F -2,937 shares

    0.46% of the 13F portfolio, value $1,869,543.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 15,993 shares
    Change vs previous 13F -234 shares

    0.69% of the 13F portfolio, value $2,675,394.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    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 16,227 shares
    Change vs previous 13F -381 shares

    0.6% of the 13F portfolio, value $2,350,336.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    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 16,608 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,445,841.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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