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Disclosery

Root Financial Partners, LLC: CVX position timeline

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

Root Financial Partners, LLC held 9,300 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,300 shares
    Change vs previous 13F +2,043 shares

    0.06% of the 13F portfolio, value $1,541,632.

    13F-HR 0001977181-26-000003 filed by Root Financial 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 7,257 shares
    Change vs previous 13F -297 shares

    0.07% of the 13F portfolio, value $1,501,561.

    13F-HR 0001977181-26-000002 filed by Root Financial 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 7,554 shares
    Change vs previous 13F -1,147 shares

    0.06% of the 13F portfolio, value $1,151,253.

    13F-HR 0001977181-26-000001 filed by Root Financial 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 8,701 shares
    Change vs previous 13F +1,053 shares

    0.08% of the 13F portfolio, value $1,351,124.

    13F-HR 0001977181-25-000004 filed by Root Financial 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 7,648 shares
    Change vs previous 13F +1,080 shares

    0.11% of the 13F portfolio, value $1,095,091.

    13F-HR 0001977181-25-000002 filed by Root Financial 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 6,568 shares
    Change vs previous 13F +188 shares

    0.12% of the 13F portfolio, value $1,098,713.

    13F-HR 0001085146-25-002341 filed by Root Financial 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 6,380 shares
    Change vs previous 13F +2,216 shares

    0.11% of the 13F portfolio, value $924,044.

    13F-HR 0001085146-25-000622 filed by Root Financial 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 4,164 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $613,210.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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