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Disclosery

WBH ADVISORY INC: CVX position timeline

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

WBH ADVISORY INC held 7,430 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,430 shares
    Change vs previous 13F -167 shares

    0.08% of the 13F portfolio, value $1,231,535.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY 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 7,597 shares
    Change vs previous 13F +541 shares

    0.11% of the 13F portfolio, value $1,499,645.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY 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 7,056 shares
    Change vs previous 13F -248 shares

    0.08% of the 13F portfolio, value $1,075,341.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY 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 7,304 shares
    Change vs previous 13F -199 shares

    0.09% of the 13F portfolio, value $1,134,294.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY 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 7,503 shares
    Change vs previous 13F -637 shares

    0.09% of the 13F portfolio, value $1,074,368.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY 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 8,140 shares
    Change vs previous 13F -413 shares

    0.13% of the 13F portfolio, value $1,361,695.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY 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 8,553 shares
    Change vs previous 13F -153 shares

    0.11% of the 13F portfolio, value $1,238,879.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY 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 8,706 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,282,121.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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