Great Diamond Partners, LLC: CVX position timeline

Great Diamond Partners, LLC held 8,415 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,415 shares

   Change vs previous 13F +171 shares

   0.24% of the 13F portfolio, value $1,394,870.

   13F-HR 0001172661-26-002658 filed by Great Diamond Partners, LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,244 shares

   Change vs previous 13F +87 shares

   0.33% of the 13F portfolio, value $1,705,684.

   13F-HR 0001172661-26-001739 filed by Great Diamond Partners, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,157 shares

   Change vs previous 13F +92 shares

   0.24% of the 13F portfolio, value $1,243,208.

   13F-HR 0001172661-26-000514 filed by Great Diamond Partners, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 8,065 shares

   Change vs previous 13F +366 shares

   0.24% of the 13F portfolio, value $1,252,414.

   13F-HR 0001172661-25-004336 filed by Great Diamond Partners, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,699 shares

   Change vs previous 13F +5,255 shares

   0.23% of the 13F portfolio, value $1,102,420.

   13F-HR 0001172661-25-003158 filed by Great Diamond Partners, LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 2,444 shares

   Change vs previous 13F +159 shares

   0.11% of the 13F portfolio, value $408,857.

   13F-HR 0001172661-25-001768 filed by Great Diamond Partners, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 2,285 shares

   Change vs previous 13F +82 shares

   0.09% of the 13F portfolio, value $330,959.

   13F-HR 0001172661-25-000333 filed by Great Diamond Partners, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 2,203 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $324,436.

   13F-HR 0001172661-24-004362 filed by Great Diamond Partners, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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