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Disclosery

Wambolt & Associates, LLC: CVX position timeline

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

Wambolt & Associates, LLC held 9,109 CVX shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 9,109 shares
    Change vs previous 13F -691 shares

    0.45% of the 13F portfolio, value $1,325,999.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,800 shares
    Change vs previous 13F -90 shares

    0.56% of the 13F portfolio, value $1,651,368.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,890 shares
    Change vs previous 13F -2,099 shares

    0.46% of the 13F portfolio, value $1,432,549.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 11,989 shares
    Change vs previous 13F +978 shares

    0.49% of the 13F portfolio, value $1,794,692.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 11,011 shares
    Change vs previous 13F +660 shares

    0.5% of the 13F portfolio, value $1,723,378.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,351 shares
    Change vs previous 13F +1,768 shares

    0.49% of the 13F portfolio, value $1,646,707.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 8,583 shares
    Change vs previous 13F +628 shares

    0.42% of the 13F portfolio, value $1,280,305.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 7,955 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,324,898.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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