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VALLEY WEALTH MANAGERS, INC.: CVX position timeline

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

VALLEY WEALTH MANAGERS, INC. held 122,653 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 122,653 shares
    Change vs previous 13F +848 shares

    1.42% of the 13F portfolio, value $25,046,909.

    13F-HR 0000924166-26-000009 filed by VALLEY WEALTH MANAGERS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 121,805 shares
    Change vs previous 13F +883 shares

    1.17% of the 13F portfolio, value $20,190,385.

    13F-HR 0000924166-26-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 120,922 shares
    Change vs previous 13F -4,329 shares

    1.61% of the 13F portfolio, value $25,018,775.

    13F-HR 0000924166-26-000004 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 125,251 shares
    Change vs previous 13F -19,362 shares

    1.22% of the 13F portfolio, value $19,089,515.

    13F-HR 0000924166-26-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 144,613 shares
    Change vs previous 13F +1,446 shares

    1.48% of the 13F portfolio, value $22,456,950.

    13F-HR 0000924166-25-000012 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 143,167 shares
    Change vs previous 13F +2,560 shares

    1.47% of the 13F portfolio, value $20,500,080.

    13F-HR 0000924166-25-000010 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 140,607 shares
    Change vs previous 13F +4,568 shares

    1.78% of the 13F portfolio, value $23,522,142.

    13F-HR 0000924166-25-000006 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 136,039 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $19,703,886.

    13F-HR 0000924166-25-000002 filed by VALLEY WEALTH MANAGERS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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