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Disclosery

Parcion Private Wealth LLC: CVX position timeline

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

Parcion Private Wealth LLC held 62,674 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,674 shares
    Change vs previous 13F +3,566 shares

    0.58% of the 13F portfolio, value $10,388,813.

    13F-HR 0001801263-26-000004 filed by Parcion Private Wealth LLC
    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 59,108 shares
    Change vs previous 13F +645 shares

    0.76% of the 13F portfolio, value $12,229,419.

    13F-HR 0001801263-26-000003 filed by Parcion Private Wealth LLC
    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 58,463 shares
    Change vs previous 13F -1,511 shares

    0.54% of the 13F portfolio, value $8,910,406.

    13F-HR 0001801263-26-000001 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 59,974 shares
    Change vs previous 13F +287 shares

    0.58% of the 13F portfolio, value $9,313,438.

    13F-HR 0001801263-25-000008 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 59,687 shares
    Change vs previous 13F +2,908 shares

    0.61% of the 13F portfolio, value $8,546,615.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 56,779 shares
    Change vs previous 13F +3,403 shares

    0.77% of the 13F portfolio, value $9,498,552.

    13F-HR 0001801263-25-000005 filed by Parcion Private Wealth LLC
    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 53,376 shares
    Change vs previous 13F +1,203 shares

    0.59% of the 13F portfolio, value $7,730,963.

    13F-HR 0001801263-25-000003 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 52,173 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $7,683,543.

    13F-HR 0001801263-24-000009 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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