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TrinityPoint Wealth, LLC: CVX position timeline

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

TrinityPoint Wealth, LLC held 11,114 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 11,114 shares
    Change vs previous 13F -2,498 shares

    0.23% of the 13F portfolio, value $1,609,687.

    13F-HR 0001085146-25-001498 filed by TrinityPoint 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 ended2024-09-30
    13F 13,612 shares
    Change vs previous 13F +371 shares

    0.29% of the 13F portfolio, value $2,004,683.

    13F-HR 0001765380-24-000406 filed by TrinityPoint 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 ended2024-06-30
    13F 13,241 shares
    Change vs previous 13F +282 shares

    0.32% of the 13F portfolio, value $2,071,089.

    13F-HR 0001765380-24-000249 filed by TrinityPoint 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 ended2024-03-31
    13F 12,959 shares
    Change vs previous 13F +2,313 shares

    0.34% of the 13F portfolio, value $2,044,140.

    13F-HR 0001765380-24-000197 filed by TrinityPoint 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 ended2023-12-31
    13F/A 10,646 shares
    Change vs previous 13F +680 shares

    0.29% of the 13F portfolio, value $1,587,925.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint 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 ended2023-09-30
    13F 9,966 shares
    Change vs previous 13F +360 shares

    0.33% of the 13F portfolio, value $1,680,395.

    13F-HR 0001765380-23-000217 filed by TrinityPoint 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 ended2023-06-30
    13F 9,606 shares
    Change vs previous 13F +1,095 shares

    0.29% of the 13F portfolio, value $1,511,505.

    13F-HR 0001765380-23-000130 filed by TrinityPoint 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 ended2023-03-31
    13F 8,511 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,388,722.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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