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Disclosery

Winch Advisory Services, LLC: CVX position timeline

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

Winch Advisory Services, LLC held 6,985 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,985 shares
    Change vs previous 13F +36 shares

    0.24% of the 13F portfolio, value $1,157,908.

    13F-HR 0001580642-26-004940 filed by Winch Advisory Services, 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 6,949 shares
    Change vs previous 13F -47 shares

    0.33% of the 13F portfolio, value $1,437,704.

    13F-HR 0001580642-26-002800 filed by Winch Advisory Services, 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 6,996 shares
    Change vs previous 13F -13 shares

    0.24% of the 13F portfolio, value $1,066,301.

    13F-HR 0001580642-26-000668 filed by Winch Advisory Services, 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 7,009 shares
    Change vs previous 13F +346 shares

    0.24% of the 13F portfolio, value $1,088,414.

    13F-HR 0001580642-25-007235 filed by Winch Advisory Services, 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 6,663 shares
    Change vs previous 13F +158 shares

    0.23% of the 13F portfolio, value $954,040.

    13F-HR 0001580642-25-004964 filed by Winch Advisory Services, 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 6,505 shares
    Change vs previous 13F +316 shares

    0.29% of the 13F portfolio, value $1,088,148.

    13F-HR 0001580642-25-002850 filed by Winch Advisory Services, 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 6,189 shares
    Change vs previous 13F +601 shares

    0.23% of the 13F portfolio, value $896,473.

    13F-HR 0001580642-25-000300 filed by Winch Advisory Services, 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 5,588 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $822,951.

    13F-HR 0001580642-24-006241 filed by Winch Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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