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Disclosery

Corient Private Wealth LP: CVX position timeline

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

Corient Private Wealth LP held 2,301,056 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,301,056 shares
    Change vs previous 13F -58,972 shares

    0.53% of the 13F portfolio, value $381,439,938.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    • Corient Private Wealth LP: 2,300,306 shares
    • Corient IA LP: 750 shares

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

  2. period ended2026-03-31
    13F 2,360,028 shares
    Change vs previous 13F -269,177 shares

    0.65% of the 13F portfolio, value $457,104,498.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 2,629,205 shares
    Change vs previous 13F +418,658 shares

    0.54% of the 13F portfolio, value $400,684,125.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 2,210,547 shares
    Change vs previous 13F -324,552 shares

    0.54% of the 13F portfolio, value $341,835,221.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 2,535,099 shares
    Change vs previous 13F +47,836 shares

    0.48% of the 13F portfolio, value $363,000,781.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 2,487,263 shares
    Change vs previous 13F -38,262 shares

    0.68% of the 13F portfolio, value $416,096,268.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 2,525,525 shares
    Change vs previous 13F +19,155 shares

    0.6% of the 13F portfolio, value $359,513,211.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 2,506,370 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $369,113,438.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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