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Disclosery

Holistic Financial Partners: CVX position timeline

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

Holistic Financial Partners held 1,568 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,568 shares
    Change vs previous 13F -750 shares

    0.16% of the 13F portfolio, value $259,912.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 2,318 shares
    Change vs previous 13F +87 shares

    0.18% of the 13F portfolio, value $479,595.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 2,231 shares
    Change vs previous 13F -89 shares

    0.12% of the 13F portfolio, value $340,027.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 2,320 shares
    Change vs previous 13F +256 shares

    0.15% of the 13F portfolio, value $360,273.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 2,064 shares
    Change vs previous 13F -280 shares

    0.13% of the 13F portfolio, value $295,545.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 2,344 shares
    Change vs previous 13F -537 shares

    0.19% of the 13F portfolio, value $392,128.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 2,881 shares
    Change vs previous 13F -180 shares

    0.21% of the 13F portfolio, value $417,285.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 3,061 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $450,794.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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