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Disclosery

VCI Wealth Management LLC: CVX position timeline

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

VCI Wealth Management LLC held 14,132 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,132 shares
    Change vs previous 13F +3,020 shares

    0.59% of the 13F portfolio, value $2,342,449.

    13F-HR 0002009388-26-000002 filed by VCI 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 11,112 shares
    Change vs previous 13F -6,229 shares

    0.64% of the 13F portfolio, value $2,299,098.

    13F-HR 0002085853-26-000440 filed by VCI Wealth Management 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 17,341 shares
    Change vs previous 13F +7,424 shares

    0.73% of the 13F portfolio, value $2,642,942.

    13F-HR 0002085853-26-000098 filed by VCI Wealth Management 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 9,917 shares
    Change vs previous 13F -996 shares

    0.47% of the 13F portfolio, value $1,540,011.

    13F-HR 0002085853-25-000098 filed by VCI Wealth Management 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 10,913 shares
    Change vs previous 13F +1,544 shares

    0.55% of the 13F portfolio, value $1,562,632.

    13F-HR 0001667731-25-001009 filed by VCI Wealth Management 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 9,369 shares
    Change vs previous 13F -2,303 shares

    0.66% of the 13F portfolio, value $1,567,340.

    13F-HR 0001667731-25-000595 filed by VCI Wealth Management 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/A 11,672 shares
    Change vs previous 13F +330 shares

    0.72% of the 13F portfolio, value $1,690,572.

    13F-HR/A 0001667731-25-000238 filed by VCI Wealth Management 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 11,342 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $1,670,336.

    13F-HR 0002009388-24-000005 filed by VCI Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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