Obermeyer Wealth Partners: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Obermeyer Wealth Partners on CVX, newest first. How the timeline and the estimate are built.
Obermeyer Wealth Partners held 5,478 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 5,478 sharesChange vs previous 13F -1,439 shares
0.04% of the 13F portfolio, value $908,033.
13F-HR 0001349654-26-000003 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,917 sharesChange vs previous 13F +347 shares
0.07% of the 13F portfolio, value $1,431,133.
13F-HR 0001349654-26-000002 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,570 sharesChange vs previous 13F +1,251 shares
0.05% of the 13F portfolio, value $1,001,334.
13F-HR 0001349654-26-000001 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,319 sharesChange vs previous 13F -593 shares
0.04% of the 13F portfolio, value $825,988.
13F-HR 0001349654-25-000008 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,912 sharesChange vs previous 13F -739 shares
0.04% of the 13F portfolio, value $846,539.
13F-HR 0001085146-25-004535 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,651 sharesChange vs previous 13F +53 shares
0.06% of the 13F portfolio, value $1,112,646.
13F-HR 0001085146-25-002611 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,598 sharesChange vs previous 13F -113,785 shares
0.05% of the 13F portfolio, value $955,654.
13F-HR 0001085146-25-001371 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 120,383 sharesChange vs previous 13F not available
0.95% of the 13F portfolio, value $17,728,866.
13F-HR 0001085146-24-005376 filed by Obermeyer Wealth Partners
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).