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Disclosery

Wealth Group, Ltd.: CVX position timeline

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

Wealth Group, Ltd. held 38,443 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,443 shares
    Change vs previous 13F +20,497 shares

    1.59% of the 13F portfolio, value $6,372,000.

    13F-HR 0002013988-26-000003 filed by Wealth 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 17,946 shares
    Change vs previous 13F +537 shares

    3.46% of the 13F portfolio, value $3,713,000.

    13F-HR 0002013988-26-000002 filed by Wealth 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 17,409 shares
    Change vs previous 13F -1,225 shares

    2.59% of the 13F portfolio, value $2,653,000.

    13F-HR 0002013988-26-000001 filed by Wealth 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 ended2025-06-30
    13F 18,634 shares
    Change vs previous 13F -3,441 shares

    2.65% of the 13F portfolio, value $2,668,000.

    13F-HR 0002013988-25-000006 filed by Wealth 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 ended2025-03-31
    13F 22,075 shares
    Change vs previous 13F +2,534 shares

    2.39% of the 13F portfolio, value $3,693,000.

    13F-HR 0002013988-25-000002 filed by Wealth 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 ended2024-12-31
    13F 19,541 shares
    Change vs previous 13F -94 shares

    1.83% of the 13F portfolio, value $2,830,000.

    13F-HR 0002013988-25-000001 filed by Wealth 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 ended2024-09-30
    13F/A 19,635 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $2,892,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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