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Global Retirement Partners, LLC: CVX position timeline

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

Global Retirement Partners, LLC held 86,122 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,122 shares
    Change vs previous 13F +1,297 shares

    0.22% of the 13F portfolio, value $14,275,565.

    13F-HR 0001580642-26-004976 filed by Global Retirement 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 ended2025-12-31
    13F 84,825 shares
    Change vs previous 13F +19,188 shares

    0.23% of the 13F portfolio, value $12,928,224.

    13F-HR 0001580642-26-000877 filed by Global Retirement 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 ended2025-09-30
    13F 65,637 shares
    Change vs previous 13F +5,010 shares

    0.23% of the 13F portfolio, value $10,192,798.

    13F-HR 0001580642-25-006659 filed by Global Retirement 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 ended2025-06-30
    13F 60,627 shares
    Change vs previous 13F +4,012 shares

    0.22% of the 13F portfolio, value $8,681,161.

    13F-HR 0001580642-25-005069 filed by Global Retirement 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 ended2024-12-31
    13F 56,615 shares
    Change vs previous 13F -15 shares

    0.23% of the 13F portfolio, value $8,200,070.

    13F-HR 0001580642-25-000642 filed by Global Retirement 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 ended2024-09-30
    13F 56,630 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,339,903.

    13F-HR 0001580642-24-006196 filed by Global Retirement Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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