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Disclosery

Whelan Financial: CVX position timeline

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

Whelan Financial held 4,829 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,829 shares
    Change vs previous 13F +287 shares

    0.22% of the 13F portfolio, value $800,513.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    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 4,542 shares
    Change vs previous 13F +3 shares

    0.29% of the 13F portfolio, value $939,689.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    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 4,539 shares
    Change vs previous 13F -259 shares

    0.22% of the 13F portfolio, value $691,813.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    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 4,798 shares
    Change vs previous 13F +1,614 shares

    0.24% of the 13F portfolio, value $745,151.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    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 3,184 shares
    Change vs previous 13F -27 shares

    0.16% of the 13F portfolio, value $455,884.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    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 3,211 shares
    Change vs previous 13F +94 shares

    0.21% of the 13F portfolio, value $537,176.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    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 3,117 shares
    Change vs previous 13F +83 shares

    0.18% of the 13F portfolio, value $451,524.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    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 3,034 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $446,814.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

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