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MISSION WEALTH MANAGEMENT, LP: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on CVX, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 89,843 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,843 shares
    Change vs previous 13F +32,859 shares

    0.19% of the 13F portfolio, value $14,892,308.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 56,984 shares
    Change vs previous 13F -1,204 shares

    0.25% of the 13F portfolio, value $11,790,017.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 58,188 shares
    Change vs previous 13F -1,101 shares

    0.18% of the 13F portfolio, value $8,868,504.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 59,289 shares
    Change vs previous 13F +3,542 shares

    0.19% of the 13F portfolio, value $9,207,027.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 55,747 shares
    Change vs previous 13F -1,199 shares

    0.17% of the 13F portfolio, value $7,982,423.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 56,946 shares
    Change vs previous 13F +17,472 shares

    0.24% of the 13F portfolio, value $9,526,570.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 39,474 shares
    Change vs previous 13F +4,893 shares

    0.14% of the 13F portfolio, value $5,717,458.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 34,581 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,092,717.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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