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ANGELES WEALTH MANAGEMENT, LLC: CVX position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 16,272 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,272 shares
    Change vs previous 13F +487 shares

    0.12% of the 13F portfolio, value $2,697,247.

    13F-HR 0001398344-26-012905 filed by ANGELES WEALTH MANAGEMENT, 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 15,785 shares
    Change vs previous 13F +2,694 shares

    0.18% of the 13F portfolio, value $3,265,917.

    13F-HR 0001398344-26-008459 filed by ANGELES WEALTH MANAGEMENT, 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 13,091 shares
    Change vs previous 13F +2,273 shares

    0.11% of the 13F portfolio, value $1,995,199.

    13F-HR 0001398344-26-003295 filed by ANGELES WEALTH MANAGEMENT, 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 10,818 shares
    Change vs previous 13F +1,221 shares

    0.1% of the 13F portfolio, value $1,679,927.

    13F-HR 0001398344-25-020722 filed by ANGELES WEALTH MANAGEMENT, 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 9,597 shares
    Change vs previous 13F -676 shares

    0.09% of the 13F portfolio, value $1,374,194.

    13F-HR 0001398344-25-013971 filed by ANGELES WEALTH MANAGEMENT, 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 10,273 shares
    Change vs previous 13F -6,106 shares

    0.14% of the 13F portfolio, value $1,718,570.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 10,273 shares

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

  7. period ended2024-12-31
    13F 16,379 shares
    Change vs previous 13F +1,555 shares

    0.07% of the 13F portfolio, value $2,372,335.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 6,558 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 9,821 shares

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

  8. period ended2024-09-30
    13F 14,824 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,183,131.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 6,851 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 7,973 shares

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