Skip to content
Disclosery

Waterfront Wealth Inc.: CVX position timeline

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

Waterfront Wealth Inc. held 12,739 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,739 shares
    Change vs previous 13F +61 shares

    0.35% of the 13F portfolio, value $2,247,082.

    13F-HR 0001775210-26-000008 filed by Waterfront Wealth Inc.
    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 12,678 shares
    Change vs previous 13F +1,220 shares

    0.48% of the 13F portfolio, value $2,623,126.

    13F-HR 0001775210-26-000004 filed by Waterfront Wealth Inc.
    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 11,458 shares
    Change vs previous 13F +5,650 shares

    0.37% of the 13F portfolio, value $1,924,354.

    13F-HR 0001775210-26-000002 filed by Waterfront Wealth Inc.
    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 5,808 shares
    Change vs previous 13F -15 shares

    0.18% of the 13F portfolio, value $899,060.

    13F-HR 0001775210-25-000004 filed by Waterfront Wealth Inc.
    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 5,823 shares
    Change vs previous 13F +11 shares

    0.19% of the 13F portfolio, value $833,814.

    13F-HR 0001085146-25-004458 filed by Waterfront Wealth Inc.
    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 5,812 shares
    Change vs previous 13F -2 shares

    0.24% of the 13F portfolio, value $972,243.

    13F-HR 0001085146-25-002350 filed by Waterfront Wealth Inc.
    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 5,814 shares
    Change vs previous 13F +52 shares

    0.21% of the 13F portfolio, value $842,152.

    13F-HR 0001085146-25-000704 filed by Waterfront Wealth Inc.
    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 5,762 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $861,710.

    13F-HR 0001085146-24-005262 filed by Waterfront Wealth Inc.
    Filed (acceptance time not in the bulk data set), ingested

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