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Disclosery

VIAWEALTH, LLC: CVX position timeline

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

VIAWEALTH, LLC held 5,001 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,001 shares
    Change vs previous 13F -110 shares

    0.42% of the 13F portfolio, value $828,987.

    13F-HR 0001965401-26-000007 filed by VIAWEALTH, 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 5,111 shares
    Change vs previous 13F +25 shares

    0.59% of the 13F portfolio, value $1,057,412.

    13F-HR 0001965401-26-000004 filed by VIAWEALTH, 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 5,086 shares
    Change vs previous 13F -248 shares

    0.44% of the 13F portfolio, value $775,215.

    13F-HR 0001965401-26-000002 filed by VIAWEALTH, 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 5,334 shares
    Change vs previous 13F -395 shares

    0.45% of the 13F portfolio, value $828,249.

    13F-HR 0001965401-25-000005 filed by VIAWEALTH, 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 5,729 shares
    Change vs previous 13F -308 shares

    0.48% of the 13F portfolio, value $820,321.

    13F-HR 0001085146-25-004916 filed by VIAWEALTH, 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 6,037 shares
    Change vs previous 13F -64 shares

    0.62% of the 13F portfolio, value $1,009,944.

    13F-HR 0001085146-25-002728 filed by VIAWEALTH, 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 6,101 shares
    Change vs previous 13F -362 shares

    0.53% of the 13F portfolio, value $883,738.

    13F-HR 0001085146-25-000980 filed by VIAWEALTH, 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 6,463 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $951,815.

    13F-HR 0001085146-24-005569 filed by VIAWEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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