Skip to content
Disclosery

Balboa Wealth Partners: CVX position timeline

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

Balboa Wealth Partners held 6,076 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 6,076 shares
    Change vs previous 13F -363 shares

    0.14% of the 13F portfolio, value $1,007,185.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 6,439 shares
    Change vs previous 13F +1,799 shares

    0.22% of the 13F portfolio, value $1,332,254.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 4,640 shares
    Change vs previous 13F +17 shares

    0.12% of the 13F portfolio, value $707,125.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 4,623 shares
    Change vs previous 13F +152 shares

    0.12% of the 13F portfolio, value $717,865.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 4,471 shares
    Change vs previous 13F +916 shares

    0.13% of the 13F portfolio, value $640,266.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 3,555 shares
    Change vs previous 13F -104 shares

    0.14% of the 13F portfolio, value $594,701.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 3,659 shares
    Change vs previous 13F -2,674 shares

    0.12% of the 13F portfolio, value $529,935.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 6,333 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $932,676.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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