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Windle Wealth, LLC: CVX position timeline

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

Windle Wealth, LLC held 53,163 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,163 shares
    Change vs previous 13F +77 shares

    3.54% of the 13F portfolio, value $8,812,325.

    13F-HR 0001963452-26-000004 filed by Windle Wealth, 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 53,086 shares
    Change vs previous 13F -1,272 shares

    4.64% of the 13F portfolio, value $10,983,407.

    13F-HR 0001963452-26-000003 filed by Windle Wealth, 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 54,358 shares
    Change vs previous 13F +2,205 shares

    3.71% of the 13F portfolio, value $8,284,631.

    13F-HR 0001963452-26-000001 filed by Windle Wealth, 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 52,153 shares
    Change vs previous 13F +1,511 shares

    3.62% of the 13F portfolio, value $8,098,845.

    13F-HR 0001963452-25-000003 filed by Windle Wealth, 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 50,642 shares
    Change vs previous 13F +4,452 shares

    3.55% of the 13F portfolio, value $7,251,384.

    13F-HR 0001085146-25-004094 filed by Windle Wealth, 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 46,190 shares
    Change vs previous 13F +1,438 shares

    3.98% of the 13F portfolio, value $7,727,053.

    13F-HR 0001085146-25-002609 filed by Windle Wealth, 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 44,752 shares
    Change vs previous 13F +824 shares

    3.58% of the 13F portfolio, value $6,481,934.

    13F-HR 0001085146-25-000907 filed by Windle Wealth, 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 43,928 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $6,469,335.

    13F-HR 0001085146-24-005433 filed by Windle Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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