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Disclosery

WealthPLAN Partners, LLC: CVX position timeline

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

WealthPLAN Partners, LLC held 13,362 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,362 shares
    Change vs previous 13F -8,533 shares

    0.42% of the 13F portfolio, value $2,214,876.

    13F-HR 0001639943-26-000004 filed by WealthPLAN 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 21,895 shares
    Change vs previous 13F -4,536 shares

    0.88% of the 13F portfolio, value $4,530,063.

    13F-HR 0001639943-26-000003 filed by WealthPLAN 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 26,431 shares
    Change vs previous 13F -1,000 shares

    0.6% of the 13F portfolio, value $4,028,365.

    13F-HR 0001639943-26-000001 filed by WealthPLAN 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 27,431 shares
    Change vs previous 13F -855 shares

    0.64% of the 13F portfolio, value $4,259,736.

    13F-HR 0001639943-25-000002 filed by WealthPLAN 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 28,286 shares
    Change vs previous 13F -8,440 shares

    0.65% of the 13F portfolio, value $4,050,294.

    13F-HR 0001929986-25-000005 filed by WealthPLAN 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 36,726 shares
    Change vs previous 13F +696 shares

    0.87% of the 13F portfolio, value $6,143,868.

    13F-HR 0002009530-25-000004 filed by WealthPLAN 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 36,030 shares
    Change vs previous 13F -1,126 shares

    0.74% of the 13F portfolio, value $5,218,544.

    13F-HR 0001929986-25-000002 filed by WealthPLAN 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 37,156 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,471,867.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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