Skip to content
Disclosery

Concord Wealth Partners: CVX position timeline

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

Concord Wealth Partners held 38,313 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,313 shares
    Change vs previous 13F -4,056 shares

    0.42% of the 13F portfolio, value $6,350,785.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,772 shares
    • Concord Asset Management, LLC/VA: 18,541 shares

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

  2. period ended2026-03-31
    13F 42,369 shares
    Change vs previous 13F +26,836 shares

    0.64% of the 13F portfolio, value $8,766,085.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 21,629 shares
    • Concord Asset Management, LLC/VA: 20,740 shares

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

  3. period ended2025-12-31
    13F 15,533 shares
    Change vs previous 13F -7 shares

    0.18% of the 13F portfolio, value $2,367,359.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,032 shares
    • Concord Asset Management, LLC/VA: 7,501 shares

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

  4. period ended2025-09-30
    13F 15,540 shares
    Change vs previous 13F -2,994 shares

    0.19% of the 13F portfolio, value $2,413,199.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,085 shares
    • Concord Asset Management, LLC/VA: 7,455 shares

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

  5. period ended2025-06-30
    13F 18,534 shares
    Change vs previous 13F +2,429 shares

    0.2% of the 13F portfolio, value $2,653,850.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,267 shares
    • Concord Asset Management, LLC/VA: 9,267 shares

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

  6. period ended2025-03-31
    13F 16,105 shares
    Change vs previous 13F +1,939 shares

    0.23% of the 13F portfolio, value $2,454,221.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,268 shares
    • Concord Asset Management, LLC/VA: 7,837 shares

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

  7. period ended2024-12-31
    13F 14,166 shares
    Change vs previous 13F -33,183 shares

    0.19% of the 13F portfolio, value $2,051,808.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 7,790 shares
    • Concord Asset Management, LLC/VA: 6,376 shares

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

  8. period ended2024-09-30
    13F 47,349 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,973,162.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 24,070 shares
    • Concord Asset Management, LLC/VA: 23,279 shares

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