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Widmann Financial Services, Inc.: CVX position timeline

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

Widmann Financial Services, Inc. held 11,655 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,655 shares
    Change vs previous 13F -428 shares

    1.04% of the 13F portfolio, value $1,931,855.

    13F-HR 0001906640-26-000003 filed by Widmann Financial Services, Inc.
    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 12,083 shares
    Change vs previous 13F +291 shares

    1.49% of the 13F portfolio, value $2,499,893.

    13F-HR 0001906640-26-000002 filed by Widmann Financial Services, Inc.
    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 11,792 shares
    Change vs previous 13F -386 shares

    1.1% of the 13F portfolio, value $1,797,264.

    13F-HR 0001906640-26-000001 filed by Widmann Financial Services, Inc.
    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 12,178 shares
    Change vs previous 13F -86 shares

    1.19% of the 13F portfolio, value $1,891,141.

    13F-HR 0001906640-25-000005 filed by Widmann Financial Services, Inc.
    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 12,264 shares
    Change vs previous 13F +3 shares

    1.22% of the 13F portfolio, value $1,756,017.

    13F-HR 0001906640-25-000002 filed by Widmann Financial Services, Inc.
    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 12,261 shares
    Change vs previous 13F +189 shares

    1.59% of the 13F portfolio, value $2,051,197.

    13F-HR 0001356954-25-000004 filed by Widmann Financial Services, Inc.
    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 12,072 shares
    Change vs previous 13F +236 shares

    1.35% of the 13F portfolio, value $1,748,549.

    13F-HR 0001906640-25-000001 filed by Widmann Financial Services, Inc.
    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 11,836 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $1,743,065.

    13F-HR 0001906640-24-000005 filed by Widmann Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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