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Partnership Wealth Management, LLC: CVX position timeline

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

Partnership Wealth Management, LLC held 5,800 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,800 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $1,184,418.

    13F-HR 0002010656-26-000006 filed by Partnership Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,800 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $961,408.

    13F-HR 0002010656-26-000004 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $1,200,020.

    13F-HR 0002010656-26-000003 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $883,978.

    13F-HR 0002010656-26-000001 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $900,682.

    13F-HR 0002010656-25-000007 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $830,502.

    13F-HR 0002010656-25-000004 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $970,282.

    13F-HR 0002010656-25-000003 filed by Partnership Wealth Management, 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 5,800 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $840,072.

    13F-HR 0002010656-25-000001 filed by Partnership Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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