Performance Wealth Partners, LLC: CVX position timeline

Performance Wealth Partners, LLC held 30,641 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 30,641 shares

   Change vs previous 13F +3,328 shares

   0.13% of the 13F portfolio, value $5,078,982.

   13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 27,313 shares

   Change vs previous 13F +27,313 shares

   0.16% of the 13F portfolio, value $5,651,161.

   13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, LLC
   Filed 2026-04-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,707 shares

   13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 1,707 shares

   Change vs previous 13F +278 shares

   0.01% of the 13F portfolio, value $265,156.

   13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,429 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $204,688.

   13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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