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Ascentis Wealth Management, LLC: CVX position timeline

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

Ascentis Wealth Management, LLC held 7,265 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 7,265 shares
    Change vs previous 13F -38,295 shares

    0.17% of the 13F portfolio, value $1,204,424.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 438 shares
    • Ascentis Wealth Management, LLC: 6,827 shares

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

  2. period ended2026-03-31
    13F 45,560 shares
    Change vs previous 13F +21,004 shares

    0.52% of the 13F portfolio, value $9,427,220.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 40,109 shares
    • Ascentis Wealth Management, LLC: 5,451 shares

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

  3. period ended2025-12-31
    13F 24,556 shares
    Change vs previous 13F +2,055 shares

    0.36% of the 13F portfolio, value $3,742,846.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,284 shares
    • Ascentis Wealth Management, LLC: 7,272 shares

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

  4. period ended2025-09-30
    13F 22,501 shares
    Change vs previous 13F -209 shares

    0.33% of the 13F portfolio, value $3,494,668.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 15,623 shares
    • Ascentis Wealth Management, LLC: 6,878 shares

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

  5. period ended2025-06-30
    13F 22,710 shares
    Change vs previous 13F -1,587 shares

    0.34% of the 13F portfolio, value $3,261,807.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,694 shares
    • Ascentis Wealth Management, LLC: 4,016 shares

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

  6. period ended2025-03-31
    13F 24,297 shares
    Change vs previous 13F +4,603 shares

    0.49% of the 13F portfolio, value $4,073,029.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 17,811 shares
    • Ascentis Wealth Management, LLC: 6,486 shares

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

  7. period ended2024-12-31
    13F 19,694 shares
    Change vs previous 13F -2,924 shares

    0.34% of the 13F portfolio, value $2,852,596.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 18,489 shares
    • Ascentis Wealth Management, LLC: 1,205 shares

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

  8. period ended2024-09-30
    13F/A 22,618 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,331,013.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 21,386 shares
    • Ascentis Wealth Management, LLC: 1,232 shares

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