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Disclosery

Financial Partners Group, LLC: CVX position timeline

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

Financial Partners Group, LLC held 70,529 CVX shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 70,529 shares
    Change vs previous 13F +44,711 shares

    3.66% of the 13F portfolio, value $10,099,083.

    13F-HR 0001221073-25-000060 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 25,818 shares
    Change vs previous 13F -2,390 shares

    1.87% of the 13F portfolio, value $4,319,016.

    13F-HR 0001221073-25-000039 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 28,208 shares
    Change vs previous 13F -5,481 shares

    1.7% of the 13F portfolio, value $4,085,640.

    13F-HR 0001221073-25-000005 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 33,689 shares
    Change vs previous 13F -522 shares

    1.86% of the 13F portfolio, value $4,961,373.

    13F-HR 0001221073-24-000087 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 34,211 shares
    Change vs previous 13F +210 shares

    2.08% of the 13F portfolio, value $5,351,273.

    13F-HR 0001221073-24-000052 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 34,001 shares
    Change vs previous 13F +1,167 shares

    2.08% of the 13F portfolio, value $5,363,312.

    13F-HR 0001221073-24-000025 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 32,834 shares
    Change vs previous 13F +1,105 shares

    2.22% of the 13F portfolio, value $4,897,524.

    13F-HR 0001221073-24-000019 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 31,729 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $5,350,140.

    13F-HR 0001221073-23-000084 filed by Financial Partners Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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