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Disclosery

Private Wealth Partners, LLC: CVX position timeline

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

Private Wealth Partners, LLC held 154,717 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,717 shares
    Change vs previous 13F -8,433 shares

    1.84% of the 13F portfolio, value $25,645,874.

    13F-HR 0001335851-26-000005 filed by Private 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 163,150 shares
    Change vs previous 13F -5,091 shares

    2.6% of the 13F portfolio, value $33,755,692.

    13F-HR 0001335851-26-000002 filed by Private 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 168,241 shares
    Change vs previous 13F -11,570 shares

    1.82% of the 13F portfolio, value $25,641,575.

    13F-HR 0001335851-26-000001 filed by Private 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 179,811 shares
    Change vs previous 13F -700 shares

    1.99% of the 13F portfolio, value $27,922,779.

    13F-HR 0001335851-25-000004 filed by Private 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 180,511 shares
    Change vs previous 13F -4,184 shares

    2.02% of the 13F portfolio, value $25,847,374.

    13F-HR 0001085146-25-004438 filed by Private 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 184,695 shares
    Change vs previous 13F -11,613 shares

    2.56% of the 13F portfolio, value $30,897,706.

    13F-HR 0001085146-25-002217 filed by Private 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 196,308 shares
    Change vs previous 13F +5,269 shares

    2.18% of the 13F portfolio, value $28,433,248.

    13F-HR 0001085146-25-000680 filed by Private 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 191,039 shares
    Change vs previous 13F not available

    2.24% of the 13F portfolio, value $28,134,314.

    13F-HR 0001085146-24-005212 filed by Private Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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