Impact Partnership Wealth, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Impact Partnership Wealth, LLC on CVX, newest first. How the timeline and the estimate are built.
Impact Partnership Wealth, LLC held 8,570 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 8,570 sharesChange vs previous 13F +4,217 shares
0.14% of the 13F portfolio, value $1,420,487.
13F-HR 0001984555-26-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,353 sharesChange vs previous 13F -2,789 shares
0.11% of the 13F portfolio, value $900,543.
13F-HR 0001984555-26-000003 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,142 sharesChange vs previous 13F +1,342 shares
0.14% of the 13F portfolio, value $1,088,549.
13F-HR 0001984555-26-000002 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,800 sharesChange vs previous 13F -261 shares
0.13% of the 13F portfolio, value $900,684.
13F-HR 0001984555-25-000006 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,061 sharesChange vs previous 13F +4,314 shares
0.16% of the 13F portfolio, value $867,918.
13F-HR 0001984555-25-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,747 sharesChange vs previous 13F -5,969 shares
0.06% of the 13F portfolio, value $292,299.
13F-HR 0001984555-25-000003 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,716 sharesChange vs previous 13F +715 shares
0.23% of the 13F portfolio, value $1,117,562.
13F-HR 0001984555-25-000001 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,001 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $1,031,096.
13F-HR 0001984555-24-000004 filed by Impact Partnership Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).