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WealthPlan Investment Management, LLC: CVX position timeline

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

WealthPlan Investment Management, LLC held 72,170 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,170 shares
    Change vs previous 13F -6,209 shares

    0.59% of the 13F portfolio, value $11,962,911.

    13F-HR 0001929986-26-000006 filed by WealthPlan Investment Management, 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 78,379 shares
    Change vs previous 13F -7,953 shares

    0.9% of the 13F portfolio, value $16,216,659.

    13F-HR 0001929986-26-000005 filed by WealthPlan Investment Management, 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 86,332 shares
    Change vs previous 13F -8,794 shares

    0.84% of the 13F portfolio, value $13,157,886.

    13F-HR 0001929986-26-000004 filed by WealthPlan Investment Management, 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 95,126 shares
    Change vs previous 13F -1,808 shares

    0.98% of the 13F portfolio, value $14,772,109.

    13F-HR 0001929986-25-000008 filed by WealthPlan Investment Management, 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 96,934 shares
    Change vs previous 13F +15,324 shares

    1.01% of the 13F portfolio, value $13,879,998.

    13F-HR 0001929986-25-000004 filed by WealthPlan Investment Management, 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 81,610 shares
    Change vs previous 13F +5,392 shares

    1.34% of the 13F portfolio, value $13,652,496.

    13F-HR 0002009530-25-000003 filed by WealthPlan Investment Management, 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 76,218 shares
    Change vs previous 13F -2,205 shares

    1.09% of the 13F portfolio, value $11,039,411.

    13F-HR 0001929986-25-000001 filed by WealthPlan Investment Management, 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 78,423 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $11,549,376.

    13F-HR 0001929986-24-000004 filed by WealthPlan Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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