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Disclosery

Core Wealth Partners LLC: CVX position timeline

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

Core Wealth Partners LLC held 9,355 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,355 shares
    Change vs previous 13F +279 shares

    0.66% of the 13F portfolio, value $1,550,672.

    13F-HR 0001965078-26-000003 filed by Core Wealth Partners LLC
    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 9,076 shares
    Change vs previous 13F -64 shares

    0.87% of the 13F portfolio, value $1,877,839.

    13F-HR 0001965078-26-000002 filed by Core Wealth 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 ended2025-12-31
    13F 9,140 shares
    Change vs previous 13F -5 shares

    0.63% of the 13F portfolio, value $1,393,016.

    13F-HR 0001965078-26-000001 filed by Core Wealth 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 ended2025-09-30
    13F 9,145 shares
    Change vs previous 13F +251 shares

    0.65% of the 13F portfolio, value $1,420,147.

    13F-HR 0001965078-25-000002 filed by Core Wealth 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 ended2025-06-30
    13F 8,894 shares
    Change vs previous 13F +504 shares

    0.65% of the 13F portfolio, value $1,273,571.

    13F-HR 0001085146-25-004770 filed by Core Wealth 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 ended2025-03-31
    13F 8,390 shares
    Change vs previous 13F -522 shares

    0.82% of the 13F portfolio, value $1,403,632.

    13F-HR 0001085146-25-002995 filed by Core Wealth 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 ended2024-12-31
    13F 8,912 shares
    Change vs previous 13F +316 shares

    0.74% of the 13F portfolio, value $1,290,813.

    13F-HR 0001085146-25-001010 filed by Core Wealth 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 ended2024-09-30
    13F 8,596 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,265,915.

    13F-HR 0001085146-24-005356 filed by Core Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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