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Disclosery

Spire Wealth Management: CVX position timeline

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

Spire Wealth Management held 17,466 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,466 shares
    Change vs previous 13F -2,480 shares

    0.09% of the 13F portfolio, value $2,895,187.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 19,946 shares
    Change vs previous 13F +2,550 shares

    0.14% of the 13F portfolio, value $4,126,798.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 17,396 shares
    Change vs previous 13F -10,067 shares

    0.09% of the 13F portfolio, value $2,651,395.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 27,463 shares
    Change vs previous 13F +9,033 shares

    0.15% of the 13F portfolio, value $4,264,653.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 18,430 shares
    Change vs previous 13F -12,673 shares

    0.09% of the 13F portfolio, value $2,639,054.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 31,103 shares
    Change vs previous 13F -10,589 shares

    0.17% of the 13F portfolio, value $5,203,298.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 41,692 shares
    Change vs previous 13F +11,448 shares

    0.19% of the 13F portfolio, value $6,038,650.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 30,244 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $4,454,016.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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