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Wellington Shields Capital Management, LLC: CVX position timeline

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

Wellington Shields Capital Management, LLC held 21,438 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,438 shares
    Change vs previous 13F +1,169 shares

    0.29% of the 13F portfolio, value $3,553,611.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 8,436 shares
    • Wellington Shields & Co., LLC: 13,002 shares

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

  2. period ended2026-03-31
    13F 20,269 shares
    Change vs previous 13F +2,049 shares

    0.4% of the 13F portfolio, value $4,193,638.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 7,130 shares
    • Wellington Shields & Co., LLC: 13,139 shares

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

  3. period ended2025-12-31
    13F 18,220 shares
    Change vs previous 13F +132 shares

    0.25% of the 13F portfolio, value $2,776,909.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,207 shares
    • Wellington Shields & Co., LLC: 13,013 shares

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

  4. period ended2025-09-30
    13F 18,088 shares
    Change vs previous 13F +1,457 shares

    0.27% of the 13F portfolio, value $2,808,918.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 5,199 shares
    • Wellington Shields & Co., LLC: 12,889 shares

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

  5. period ended2025-06-30
    13F 16,631 shares
    Change vs previous 13F -6,300 shares

    0.25% of the 13F portfolio, value $2,381,372.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 4,155 shares
    • Wellington Shields & Co., LLC: 12,476 shares

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

  6. period ended2025-03-31
    13F 22,931 shares
    Change vs previous 13F +2,150 shares

    0.44% of the 13F portfolio, value $3,836,102.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,055 shares
    • Wellington Shields & Co., LLC: 12,876 shares

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

  7. period ended2024-12-31
    13F 20,781 shares
    Change vs previous 13F -1,737 shares

    0.34% of the 13F portfolio, value $3,009,897.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 8,055 shares
    • Wellington Shields & Co., LLC: 12,726 shares

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

  8. period ended2024-09-30
    13F 22,518 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,316,202.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 10,054 shares
    • Wellington Shields & Co., LLC: 12,464 shares

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