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RIDGECREST WEALTH PARTNERS, LLC: CVX position timeline

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

RIDGECREST WEALTH PARTNERS, LLC held 27,261 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,261 shares
    Change vs previous 13F -117 shares

    2.18% of the 13F portfolio, value $4,518,783.

    13F-HR 0001860719-26-000004 filed by RIDGECREST 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 27,378 shares
    Change vs previous 13F +483 shares

    3.13% of the 13F portfolio, value $5,664,508.

    13F-HR 0001860719-26-000002 filed by RIDGECREST 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 26,895 shares
    Change vs previous 13F -716 shares

    2.22% of the 13F portfolio, value $4,099,067.

    13F-HR 0001860719-26-000001 filed by RIDGECREST 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 27,611 shares
    Change vs previous 13F -1,750 shares

    1.94% of the 13F portfolio, value $4,287,712.

    13F-HR 0001860719-25-000007 filed by RIDGECREST 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 29,361 shares
    Change vs previous 13F -4,115 shares

    2.22% of the 13F portfolio, value $4,204,202.

    13F-HR 0001860719-25-000005 filed by RIDGECREST 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 33,476 shares
    Change vs previous 13F -636 shares

    2.93% of the 13F portfolio, value $5,600,200.

    13F-HR 0001860719-25-000003 filed by RIDGECREST 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 34,112 shares
    Change vs previous 13F -751 shares

    2.68% of the 13F portfolio, value $4,940,782.

    13F-HR 0001860719-25-000001 filed by RIDGECREST 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 34,863 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $5,134,274.

    13F-HR 0001860719-24-000004 filed by RIDGECREST WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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