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Disclosery

Wealth Quarterback LLC: CVX position timeline

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

Wealth Quarterback LLC held 7,359 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,359 shares
    Change vs previous 13F -168 shares

    0.38% of the 13F portfolio, value $1,219,900.

    13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 7,527 shares
    Change vs previous 13F -592 shares

    0.61% of the 13F portfolio, value $1,557,236.

    13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 8,119 shares
    Change vs previous 13F -483 shares

    0.45% of the 13F portfolio, value $1,237,368.

    13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 8,602 shares
    Change vs previous 13F -722 shares

    0.52% of the 13F portfolio, value $1,335,825.

    13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 9,324 shares
    Change vs previous 13F +1,503 shares

    0.63% of the 13F portfolio, value $1,335,138.

    13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 7,821 shares
    Change vs previous 13F -1,103 shares

    0.74% of the 13F portfolio, value $1,308,355.

    13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 8,924 shares
    Change vs previous 13F +139 shares

    0.61% of the 13F portfolio, value $1,292,514.

    13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 8,785 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,293,720.

    13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
    Filed (acceptance time not in the bulk data set), ingested

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