Skip to content
Disclosery

Proquility Private Wealth Partners, LLC: CVX position timeline

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

Proquility Private Wealth Partners, LLC held 13,792 CVX shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,792 shares
    Change vs previous 13F +1,611 shares

    0.71% of the 13F portfolio, value $2,307,264.

    13F-HR 0001172661-25-002154 filed by Proquility 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 ended2024-12-31
    13F 12,181 shares
    Change vs previous 13F -1,578 shares

    0.57% of the 13F portfolio, value $1,764,296.

    13F-HR 0001172661-25-000242 filed by Proquility 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 ended2024-09-30
    13F 13,759 shares
    Change vs previous 13F +1,847 shares

    0.65% of the 13F portfolio, value $2,026,288.

    13F-HR 0001172661-24-004260 filed by Proquility 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 ended2024-06-30
    13F 11,912 shares
    Change vs previous 13F +170 shares

    0.64% of the 13F portfolio, value $1,863,275.

    13F-HR 0001172661-24-003180 filed by Proquility 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 ended2024-03-31
    13F 11,742 shares
    Change vs previous 13F +1,808 shares

    0.63% of the 13F portfolio, value $1,852,183.

    13F-HR 0001172661-24-001995 filed by Proquility 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 ended2023-12-31
    13F 9,934 shares
    Change vs previous 13F -472 shares

    0.56% of the 13F portfolio, value $1,481,755.

    13F-HR 0001172661-24-000686 filed by Proquility 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 ended2023-09-30
    13F 10,406 shares
    Change vs previous 13F -19 shares

    0.72% of the 13F portfolio, value $1,754,660.

    13F-HR 0001172661-23-003973 filed by Proquility 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 ended2023-06-30
    13F 10,425 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,640,374.

    13F-HR 0001172661-23-003254 filed by Proquility 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).