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Disclosery

WEALTH EFFECTS LLC: CVX position timeline

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

WEALTH EFFECTS LLC held 14,694 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,694 shares
    Change vs previous 13F -293 shares

    0.66% of the 13F portfolio, value $2,435,674.

    13F-HR 0001951757-26-001134 filed by WEALTH EFFECTS LLC
    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 14,987 shares
    Change vs previous 13F -342 shares

    1.1% of the 13F portfolio, value $3,100,718.

    13F-HR 0001951757-26-000687 filed by WEALTH EFFECTS LLC
    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 15,329 shares
    Change vs previous 13F -147 shares

    0.73% of the 13F portfolio, value $2,336,311.

    13F-HR 0001951757-26-000293 filed by WEALTH EFFECTS LLC
    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 15,476 shares
    Change vs previous 13F +159 shares

    0.77% of the 13F portfolio, value $2,403,220.

    13F-HR 0001951757-25-001197 filed by WEALTH EFFECTS LLC
    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 15,317 shares
    Change vs previous 13F +57 shares

    0.82% of the 13F portfolio, value $2,193,302.

    13F-HR 0001951757-25-000849 filed by WEALTH EFFECTS LLC
    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 15,260 shares
    Change vs previous 13F -55 shares

    1.07% of the 13F portfolio, value $2,552,863.

    13F-HR 0001951757-25-000441 filed by WEALTH EFFECTS LLC
    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 15,315 shares
    Change vs previous 13F +19 shares

    0.79% of the 13F portfolio, value $2,218,244.

    13F-HR 0001951757-25-000109 filed by WEALTH EFFECTS LLC
    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 15,296 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,252,632.

    13F-HR 0001951757-24-001093 filed by WEALTH EFFECTS LLC
    Filed (acceptance time not in the bulk data set), ingested

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