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Venturi Wealth Management, LLC: CVX position timeline

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

Venturi Wealth Management, LLC held 60,667 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,667 shares
    Change vs previous 13F -5,498 shares

    0.39% of the 13F portfolio, value $10,056,033.

    13F-HR 0001666363-26-000004 filed by Venturi 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 66,165 shares
    Change vs previous 13F -11,777 shares

    0.62% of the 13F portfolio, value $13,689,405.

    13F-HR 0001666363-26-000003 filed by Venturi 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 77,942 shares
    Change vs previous 13F +35,161 shares

    0.53% of the 13F portfolio, value $11,878,962.

    13F-HR 0001666363-26-000001 filed by Venturi 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 42,781 shares
    Change vs previous 13F +4,292 shares

    0.31% of the 13F portfolio, value $6,643,480.

    13F-HR 0001666363-25-000008 filed by Venturi 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 38,489 shares
    Change vs previous 13F +1,005 shares

    0.27% of the 13F portfolio, value $5,511,200.

    13F-HR 0001666363-25-000006 filed by Venturi 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 37,484 shares
    Change vs previous 13F +4,265 shares

    0.33% of the 13F portfolio, value $6,270,688.

    13F-HR 0001666363-25-000005 filed by Venturi 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 33,219 shares
    Change vs previous 13F +4,164 shares

    0.24% of the 13F portfolio, value $4,811,443.

    13F-HR 0001666363-25-000004 filed by Venturi 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 29,055 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,278,820.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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