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
- period ended2026-06-3013F 53,163 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 53,086 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,358 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 52,153 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 50,642 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 46,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 44,752 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 43,928 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).