FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC on CVX, newest first. How the timeline and the estimate are built.
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC held 79,240 CVX shares at 2022-12-31 per its 13F-HR filed 2023-02-13.
the latest 13F is the newest step
- period ended2022-12-3113F 79,240 sharesChange vs previous 13F -550 shares
3.17% of the 13F portfolio, value $14,222,812.
13F-HR 0001049650-23-000002 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 79,790 sharesChange vs previous 13F +424 shares
2.71% of the 13F portfolio, value $11,463,360.
13F-HR 0001049650-23-000005 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 79,366 sharesChange vs previous 13F -1,242 shares
2.47% of the 13F portfolio, value $11,490,621.
13F-HR 0001049650-23-000006 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 80,608 sharesChange vs previous 13F -809 shares
2.44% of the 13F portfolio, value $13,125,386.
13F-HR 0001049650-23-000007 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 81,417 sharesChange vs previous 13F -774 shares
1.69% of the 13F portfolio, value $9,554,251.
13F-HR 0001049650-23-000008 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 82,191 sharesChange vs previous 13F +5,042 shares
1.52% of the 13F portfolio, value $8,338,325.
13F-HR 0001049650-23-000011 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 77,149 sharesChange vs previous 13F +823 shares
1.48% of the 13F portfolio, value $8,080,577.
13F-HR 0001049650-23-000010 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 76,326 sharesChange vs previous 13F not available
1.62% of the 13F portfolio, value $7,998,250.
13F-HR 0001049650-23-000009 filed by FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).