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Castleview Partners, LLC: CVX position timeline

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

Castleview Partners, LLC held 6,287 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 6,287 shares
    Change vs previous 13F +588 shares

    0.56% of the 13F portfolio, value $1,283,993.

    13F-HR 0001737088-26-000009 filed by Castleview Partners, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,699 shares
    Change vs previous 13F +1,039 shares

    0.42% of the 13F portfolio, value $944,739.

    13F-HR 0001737088-26-000007 filed by Castleview Partners, LLC
    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 4,660 shares
    Change vs previous 13F +568 shares

    0.49% of the 13F portfolio, value $964,154.

    13F-HR 0001737088-26-000004 filed by Castleview Partners, LLC
    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 4,092 shares
    Change vs previous 13F +1,300 shares

    0.31% of the 13F portfolio, value $623,662.

    13F-HR 0001737088-26-000003 filed by Castleview Partners, LLC
    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 2,792 shares
    Change vs previous 13F +144 shares

    0.24% of the 13F portfolio, value $433,570.

    13F-HR 0001737088-25-000008 filed by Castleview Partners, LLC
    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 2,648 shares
    Change vs previous 13F +360 shares

    0.24% of the 13F portfolio, value $379,167.

    13F-HR 0001737088-25-000006 filed by Castleview Partners, LLC
    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 2,288 shares
    Change vs previous 13F -37 shares

    0.26% of the 13F portfolio, value $382,759.

    13F-HR 0001737088-25-000005 filed by Castleview Partners, LLC
    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/A 2,325 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $341,100.

    13F-HR/A 0001737088-25-000002 filed by Castleview Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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