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Disclosery

Wealth Management Partners, LLC: CVX position timeline

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

Wealth Management Partners, LLC held 13,504 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,504 shares
    Change vs previous 13F -607 shares

    0.53% of the 13F portfolio, value $2,238,416.

    13F-HR 0001843294-26-000004 filed by Wealth Management 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 14,111 shares
    Change vs previous 13F -534 shares

    0.83% of the 13F portfolio, value $2,919,622.

    13F-HR 0001843294-26-000002 filed by Wealth Management 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 14,645 shares
    Change vs previous 13F +237 shares

    0.64% of the 13F portfolio, value $2,232,007.

    13F-HR 0001843294-26-000001 filed by Wealth Management 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 14,408 shares
    Change vs previous 13F -194 shares

    0.71% of the 13F portfolio, value $2,237,427.

    13F-HR 0001843294-25-000004 filed by Wealth Management 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 14,602 shares
    Change vs previous 13F +139 shares

    0.76% of the 13F portfolio, value $2,152,327.

    13F-HR 0001085146-25-003755 filed by Wealth Management 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 14,463 shares
    Change vs previous 13F +1,061 shares

    1.12% of the 13F portfolio, value $2,419,510.

    13F-HR 0001085146-25-002028 filed by Wealth Management 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 13,402 shares
    Change vs previous 13F -337 shares

    0.84% of the 13F portfolio, value $1,941,173.

    13F-HR 0001085146-25-000272 filed by Wealth Management 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 13,739 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,023,346.

    13F-HR 0001085146-24-005032 filed by Wealth Management Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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