Walser Wealth Management Company, A Ltd Liability Co: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Walser Wealth Management Company, A Ltd Liability Co on CVX, newest first. How the timeline and the estimate are built.
Walser Wealth Management Company, A Ltd Liability Co held 3,856 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-15.
the latest 13F is the newest step
- period ended2026-09-3013F 3,856 sharesChange vs previous 13F +456 shares
0.32% of the 13F portfolio, value $787,379.
13F-HR 0002112280-26-000011 filed by Walser Wealth Management Company, A Ltd Liability Co
Accepted , ingested - period ended2026-06-3013F 3,400 sharesChange vs previous 13F +840 shares
0.23% of the 13F portfolio, value $563,528.
13F-HR 0002112280-26-000010 filed by Walser Wealth Management Company, A Ltd Liability Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,560 sharesChange vs previous 13F +1,232 shares
0.24% of the 13F portfolio, value $529,571.
13F-HR 0002112280-26-000009 filed by Walser Wealth Management Company, A Ltd Liability Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,328 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $202,470.
13F-HR 0002112280-26-000001 filed by Walser Wealth Management Company, A Ltd Liability Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).