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Disclosery

Wealth Dimensions Group, Ltd.: CVX position timeline

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

Wealth Dimensions Group, Ltd. held 7,082 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,082 shares
    Change vs previous 13F +47 shares

    0.21% of the 13F portfolio, value $1,173,941.

    13F-HR 0001846462-26-000003 filed by Wealth Dimensions Group, Ltd.
    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 7,035 shares
    Change vs previous 13F -70 shares

    0.29% of the 13F portfolio, value $1,455,512.

    13F-HR 0001846462-26-000002 filed by Wealth Dimensions Group, Ltd.
    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 7,105 shares
    Change vs previous 13F -480 shares

    0.21% of the 13F portfolio, value $1,082,821.

    13F-HR 0001846462-26-000001 filed by Wealth Dimensions Group, Ltd.
    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 7,585 shares
    Change vs previous 13F -137 shares

    0.24% of the 13F portfolio, value $1,177,851.

    13F-HR 0001846462-25-000005 filed by Wealth Dimensions Group, Ltd.
    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 7,722 shares
    Change vs previous 13F +579 shares

    0.24% of the 13F portfolio, value $1,105,669.

    13F-HR 0001085146-25-004937 filed by Wealth Dimensions Group, Ltd.
    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 7,143 shares
    Change vs previous 13F +942 shares

    0.29% of the 13F portfolio, value $1,194,992.

    13F-HR 0001846462-25-000002 filed by Wealth Dimensions Group, Ltd.
    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 6,201 shares
    Change vs previous 13F +208 shares

    0.22% of the 13F portfolio, value $898,112.

    13F-HR 0001846462-25-000001 filed by Wealth Dimensions Group, Ltd.
    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 5,993 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $882,596.

    13F-HR 0001846462-24-000007 filed by Wealth Dimensions Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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