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Disclosery

Apexium Financial, LP: CVX position timeline

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

Apexium Financial, LP held 16,011 CVX shares at 2025-09-30 per its 13F-HR filed 2025-11-18.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 16,011 shares
    Change vs previous 13F -333 shares

    0.12% of the 13F portfolio, value $2,486,341.

    13F-HR 0001214659-25-016845 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 16,344 shares
    Change vs previous 13F -2,457 shares

    0.12% of the 13F portfolio, value $2,340,368.

    13F-HR 0001214659-25-010725 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,801 shares
    Change vs previous 13F +3,142 shares

    0.19% of the 13F portfolio, value $3,145,163.

    13F-HR 0001214659-25-007612 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 15,659 shares
    Change vs previous 13F +7,527 shares

    0.14% of the 13F portfolio, value $2,268,027.

    13F-HR 0001214659-25-001098 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 8,132 shares
    Change vs previous 13F +819 shares

    0.08% of the 13F portfolio, value $1,197,610.

    13F-HR 0001214659-24-017508 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 7,313 shares
    Change vs previous 13F +77 shares

    0.08% of the 13F portfolio, value $1,143,913.

    13F-HR 0001214659-24-013833 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 7,236 shares
    Change vs previous 13F -17,227 shares

    0.09% of the 13F portfolio, value $1,141,432.

    13F-HR 0001214659-24-007149 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 24,463 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,648,836.

    13F-HR 0001214659-24-002139 filed by Apexium Financial, LP
    Filed (acceptance time not in the bulk data set), ingested

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