SAGESPRING WEALTH PARTNERS, LLC: CVX position timeline

SAGESPRING WEALTH PARTNERS, LLC held 50,841 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 50,841 shares

   Change vs previous 13F +1,912 shares

   0.13% of the 13F portfolio, value $8,427,476.

   13F-HR 0002056425-26-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 48,929 shares

   Change vs previous 13F +6,598 shares

   0.18% of the 13F portfolio, value $10,123,309.

   13F-HR 0002056425-26-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 42,331 shares

   Change vs previous 13F +737 shares

   0.12% of the 13F portfolio, value $6,451,659.

   13F-HR 0002056425-26-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 41,594 shares

   Change vs previous 13F +7,002 shares

   0.13% of the 13F portfolio, value $6,459,206.

   13F-HR 0002056425-25-000006 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 34,592 shares

   Change vs previous 13F -4,239 shares

   0.11% of the 13F portfolio, value $4,953,289.

   13F-HR 0002056425-25-000004 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 38,831 shares

   Change vs previous 13F +8,234 shares

   0.16% of the 13F portfolio, value $6,496,005.

   13F-HR 0002056425-25-000002 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 30,597 shares

   Change vs previous 13F not available

   0.12% of the 13F portfolio, value $4,431,728.

   13F-HR 0002056425-25-000001 filed by SAGESPRING WEALTH PARTNERS, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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