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Disclosery

Sweet Financial Partners, LLC: CVX position timeline

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

Sweet Financial Partners, LLC held 11,729 CVX shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 11,729 shares
    Change vs previous 13F -139 shares

    0.37% of the 13F portfolio, value $1,727,267.

    13F-HR 0001908936-24-000005 filed by Sweet 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 ended2024-06-30
    13F 11,868 shares
    Change vs previous 13F +447 shares

    0.42% of the 13F portfolio, value $1,856,379.

    13F-HR 0001908936-24-000003 filed by Sweet 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 ended2024-03-31
    13F 11,421 shares
    Change vs previous 13F -26 shares

    0.42% of the 13F portfolio, value $1,801,474.

    13F-HR 0001908936-24-000002 filed by Sweet 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 ended2023-12-31
    13F 11,447 shares
    Change vs previous 13F +2,686 shares

    0.41% of the 13F portfolio, value $1,707,427.

    13F-HR 0001908936-24-000001 filed by Sweet 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 ended2023-09-30
    13F 8,761 shares
    Change vs previous 13F +65 shares

    0.39% of the 13F portfolio, value $1,477,289.

    13F-HR 0001908936-23-000004 filed by Sweet 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 ended2023-06-30
    13F 8,696 shares
    Change vs previous 13F -469 shares

    0.36% of the 13F portfolio, value $1,368,342.

    13F-HR 0001908936-23-000003 filed by Sweet 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 ended2023-03-31
    13F 9,165 shares
    Change vs previous 13F -285 shares

    0.41% of the 13F portfolio, value $1,495,436.

    13F-HR 0001908936-23-000002 filed by Sweet 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 ended2022-12-31
    13F 9,450 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,696,168.

    13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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