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Disclosery

Principle Wealth Partners LLC: CVX position timeline

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

Principle Wealth Partners LLC held 51,751 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 51,751 shares
    Change vs previous 13F -1,093 shares

    0.42% of the 13F portfolio, value $8,578,164.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 52,844 shares
    Change vs previous 13F -105 shares

    0.62% of the 13F portfolio, value $10,933,480.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 52,949 shares
    Change vs previous 13F -690 shares

    0.45% of the 13F portfolio, value $8,069,892.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 53,639 shares
    Change vs previous 13F +638 shares

    0.48% of the 13F portfolio, value $8,329,673.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 53,001 shares
    Change vs previous 13F +14,224 shares

    0.47% of the 13F portfolio, value $7,589,175.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 38,777 shares
    Change vs previous 13F -325 shares

    0.46% of the 13F portfolio, value $6,487,043.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 39,102 shares
    Change vs previous 13F +199 shares

    0.4% of the 13F portfolio, value $5,663,662.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 38,903 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,729,191.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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