Skip to content
Disclosery

KMG FIDUCIARY PARTNERS, LLC: CVX position timeline

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

KMG FIDUCIARY PARTNERS, LLC held 57,547 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 57,547 shares
    Change vs previous 13F -961 shares

    1.15% of the 13F portfolio, value $11,751,744.

    13F-HR 0001754960-26-000859 filed by KMG FIDUCIARY PARTNERS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 58,508 shares
    Change vs previous 13F -21,015 shares

    0.9% of the 13F portfolio, value $9,698,256.

    13F-HR 0001754960-26-000440 filed by KMG FIDUCIARY 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 ended2026-03-31
    13F 79,523 shares
    Change vs previous 13F -583 shares

    1.22% of the 13F portfolio, value $16,453,374.

    13F-HR 0001754960-26-000219 filed by KMG FIDUCIARY 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 ended2025-12-31
    13F 80,106 shares
    Change vs previous 13F +4,139 shares

    0.87% of the 13F portfolio, value $12,208,919.

    13F-HR 0001754960-26-000056 filed by KMG FIDUCIARY 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 ended2025-09-30
    13F 75,967 shares
    Change vs previous 13F +1,449 shares

    0.79% of the 13F portfolio, value $11,796,908.

    13F-HR 0001754960-25-000651 filed by KMG FIDUCIARY 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 ended2025-06-30
    13F 74,518 shares
    Change vs previous 13F +1,265 shares

    0.79% of the 13F portfolio, value $10,670,242.

    13F-HR 0001754960-25-000344 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 73,253 shares
    Change vs previous 13F +4,775 shares

    1.02% of the 13F portfolio, value $12,254,475.

    13F-HR 0001754960-25-000181 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 68,478 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $9,918,367.

    13F-HR 0001754960-25-000030 filed by KMG FIDUCIARY PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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