Skip to content
Disclosery

WealthTrust Axiom LLC: CVX position timeline

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

WealthTrust Axiom LLC held 14,750 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,750 shares
    Change vs previous 13F -72 shares

    0.55% of the 13F portfolio, value $2,444,882.

    13F-HR 0001425949-26-000009 filed by WealthTrust Axiom 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 14,822 shares
    Change vs previous 13F -241 shares

    0.75% of the 13F portfolio, value $3,066,601.

    13F-HR 0001425949-26-000005 filed by WealthTrust Axiom 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 15,063 shares
    Change vs previous 13F -155 shares

    0.59% of the 13F portfolio, value $2,295,760.

    13F-HR 0001425949-26-000004 filed by WealthTrust Axiom 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 15,218 shares
    Change vs previous 13F +1,224 shares

    0.63% of the 13F portfolio, value $2,363,245.

    13F-HR 0001425949-25-000004 filed by WealthTrust Axiom 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 13,994 shares
    Change vs previous 13F -1,270 shares

    0.59% of the 13F portfolio, value $2,003,740.

    13F-HR 0001085146-25-004962 filed by WealthTrust Axiom 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 15,264 shares
    Change vs previous 13F -65 shares

    0.78% of the 13F portfolio, value $2,553,470.

    13F-HR 0001085146-25-003158 filed by WealthTrust Axiom 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 15,329 shares
    Change vs previous 13F +200 shares

    0.66% of the 13F portfolio, value $2,220,265.

    13F-HR 0001085146-25-001260 filed by WealthTrust Axiom 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 15,129 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $2,227,983.

    13F-HR 0001085146-24-005661 filed by WealthTrust Axiom LLC
    Filed (acceptance time not in the bulk data set), ingested

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