Waypoint Wealth Partners Inc.: CVX position timeline

Waypoint Wealth Partners Inc. held 2,411 CVX shares at 2025-06-30 per its 13F-HR filed 2025-07-10.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 2,411 shares

   Change vs previous 13F +776 shares

   0.08% of the 13F portfolio, value $345,232.

   13F-HR 0001765380-25-000247 filed by Waypoint Wealth Partners Inc.
   Filed 2025-07-10 (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).

2. period ended2025-03-31

   13F 1,635 shares

   Change vs previous 13F +184 shares

   0.08% of the 13F portfolio, value $273,520.

   13F-HR 0001765380-25-000218 filed by Waypoint Wealth Partners Inc.
   Filed 2025-05-13 (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).

3. period ended2024-12-31

   13F 1,451 shares

   Change vs previous 13F -35 shares

   0.06% of the 13F portfolio, value $210,163.

   13F-HR 0001765380-25-000025 filed by Waypoint Wealth Partners Inc.
   Filed 2025-01-30 (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).

4. period ended2024-09-30

   13F 1,486 shares

   Change vs previous 13F -2,039 shares

   0.06% of the 13F portfolio, value $218,844.

   13F-HR 0001765380-24-000412 filed by Waypoint Wealth Partners Inc.
   Filed 2024-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 3,525 shares

   Change vs previous 13F not available

   0.16% of the 13F portfolio, value $551,381.

   13F-HR 0001765380-24-000242 filed by Waypoint Wealth Partners Inc.
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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