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Disclosery

Heritage Wealth Partners, LLC: CVX position timeline

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

Heritage Wealth Partners, LLC held 0 CVX shares at 2024-09-30 per its 13F-HR filed 2024-10-09.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -1,298 shares

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 1,298 shares
    Change vs previous 13F -85 shares

    0.29% of the 13F portfolio, value $203,003.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth 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 ended2024-03-31
    13F 1,383 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $206,217.

    13F-HR 0001963794-24-000002 filed by Heritage Wealth 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 ended2023-12-31
    13F 1,383 shares
    Change vs previous 13F -108 shares

    0.42% of the 13F portfolio, value $206,217.

    13F-HR 0001963794-24-000001 filed by Heritage Wealth 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 ended2023-09-30
    13F 1,491 shares
    Change vs previous 13F -140 shares

    0.54% of the 13F portfolio, value $251,452.

    13F-HR 0001963794-23-000004 filed by Heritage Wealth 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 ended2023-06-30
    13F 1,631 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $256,593.

    13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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