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FourThought Financial Partners, LLC: CVX position timeline

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

FourThought Financial Partners, LLC held 141,961 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,961 shares
    Change vs previous 13F +873 shares

    1.82% of the 13F portfolio, value $23,531,394.

    13F-HR 0001765380-26-000356 filed by FourThought Financial 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 141,088 shares
    Change vs previous 13F +1,277 shares

    2.52% of the 13F portfolio, value $29,191,074.

    13F-HR 0001765380-26-000183 filed by FourThought Financial 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 139,811 shares
    Change vs previous 13F +4,168 shares

    1.8% of the 13F portfolio, value $21,308,638.

    13F-HR 0001765380-26-000071 filed by FourThought Financial 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 135,643 shares
    Change vs previous 13F +3,081 shares

    1.85% of the 13F portfolio, value $21,063,998.

    13F-HR 0001765380-25-000495 filed by FourThought Financial 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 132,562 shares
    Change vs previous 13F +5,798 shares

    1.87% of the 13F portfolio, value $18,981,546.

    13F-HR 0001765380-25-000355 filed by FourThought Financial 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 126,764 shares
    Change vs previous 13F +18,990 shares

    2.22% of the 13F portfolio, value $21,206,279.

    13F-HR 0001765380-25-000174 filed by FourThought Financial 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 107,774 shares
    Change vs previous 13F -14,093 shares

    1.62% of the 13F portfolio, value $15,610,096.

    13F-HR 0001765380-25-000043 filed by FourThought Financial 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 121,867 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $17,947,284.

    13F-HR 0001765380-24-000449 filed by FourThought Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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