Skip to content
Disclosery

WHALEROCK POINT PARTNERS, LLC: CVX position timeline

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

WHALEROCK POINT PARTNERS, LLC held 25,616 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,616 shares
    Change vs previous 13F -1,055 shares

    0.72% of the 13F portfolio, value $4,246,108.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT 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 26,671 shares
    Change vs previous 13F +660 shares

    1.06% of the 13F portfolio, value $5,518,230.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT 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 26,011 shares
    Change vs previous 13F +145 shares

    0.75% of the 13F portfolio, value $3,964,337.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT 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 25,866 shares
    Change vs previous 13F +794 shares

    0.82% of the 13F portfolio, value $4,016,731.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT 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 25,072 shares
    Change vs previous 13F +1,665 shares

    0.78% of the 13F portfolio, value $3,590,060.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT 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 23,407 shares
    Change vs previous 13F +2,236 shares

    0.93% of the 13F portfolio, value $3,915,757.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT 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 21,171 shares
    Change vs previous 13F -1,740 shares

    0.71% of the 13F portfolio, value $3,066,408.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT 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 22,911 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $3,374,103.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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