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Disclosery

Gen-Wealth Partners Inc: CVX position timeline

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

Gen-Wealth Partners Inc held 18,384 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,384 shares
    Change vs previous 13F +602 shares

    0.85% of the 13F portfolio, value $3,047,249.

    13F-HR 0002023375-26-000003 filed by Gen-Wealth Partners Inc
    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 17,782 shares
    Change vs previous 13F +1,021 shares

    1.16% of the 13F portfolio, value $3,678,998.

    13F-HR 0002023375-26-000002 filed by Gen-Wealth Partners Inc
    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 16,761 shares
    Change vs previous 13F +1,728 shares

    0.82% of the 13F portfolio, value $2,554,525.

    13F-HR 0002023375-26-000001 filed by Gen-Wealth Partners Inc
    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 15,033 shares
    Change vs previous 13F +2,377 shares

    0.79% of the 13F portfolio, value $2,334,468.

    13F-HR 0002023375-25-000006 filed by Gen-Wealth Partners Inc
    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 12,656 shares
    Change vs previous 13F +904 shares

    0.7% of the 13F portfolio, value $1,812,271.

    13F-HR 0002023375-25-000003 filed by Gen-Wealth Partners Inc
    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 11,752 shares
    Change vs previous 13F +688 shares

    0.82% of the 13F portfolio, value $1,965,914.

    13F-HR 0002023375-25-000002 filed by Gen-Wealth Partners Inc
    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 11,064 shares
    Change vs previous 13F +541 shares

    0.69% of the 13F portfolio, value $1,602,482.

    13F-HR 0002023375-25-000001 filed by Gen-Wealth Partners Inc
    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 10,523 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,557,870.

    13F-HR 0002023375-24-000005 filed by Gen-Wealth Partners Inc
    Filed (acceptance time not in the bulk data set), ingested

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