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WEALTHSOURCE PARTNERS, LLC: CVX position timeline

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

WEALTHSOURCE PARTNERS, LLC held 17,025 CVX shares at 2023-12-31 per its 13F-HR filed 2024-01-16.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 17,025 shares
    Change vs previous 13F -2,482 shares

    0.17% of the 13F portfolio, value $2,539,468.

    13F-HR 0001674623-24-000002 filed by WEALTHSOURCE 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 ended2023-09-30
    13F 19,507 shares
    Change vs previous 13F -2,148 shares

    0.22% of the 13F portfolio, value $3,289,339.

    13F-HR 0001674623-23-000007 filed by WEALTHSOURCE 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 ended2023-06-30
    13F 21,655 shares
    Change vs previous 13F +825 shares

    0.22% of the 13F portfolio, value $3,407,467.

    13F-HR 0001674623-23-000006 filed by WEALTHSOURCE 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 ended2023-03-31
    13F 20,830 shares
    Change vs previous 13F -279 shares

    0.23% of the 13F portfolio, value $3,398,687.

    13F-HR 0001674623-23-000004 filed by WEALTHSOURCE 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 ended2022-12-31
    13F 21,109 shares
    Change vs previous 13F -218 shares

    0.27% of the 13F portfolio, value $3,788,894.

    13F-HR 0001674623-23-000001 filed by WEALTHSOURCE 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 ended2022-09-30
    13F 21,327 shares
    Change vs previous 13F +14 shares

    0.23% of the 13F portfolio, value $3,064,000.

    13F-HR 0001674623-22-000005 filed by WEALTHSOURCE 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 ended2022-06-30
    13F 21,313 shares
    Change vs previous 13F -3,008 shares

    0.23% of the 13F portfolio, value $3,086,000.

    13F-HR 0001674623-22-000004 filed by WEALTHSOURCE 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 ended2022-03-31
    13F 24,321 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,960,000.

    13F-HR 0001674623-22-000003 filed by WEALTHSOURCE PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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