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Focus Partners Wealth: CVX position timeline

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

Focus Partners Wealth held 1,803,839 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,803,839 shares
    Change vs previous 13F -25,616 shares

    0.27% of the 13F portfolio, value $299,004,564.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,730,155 shares
    • Focus Partners Advisor Solutions, LLC: 73,684 shares

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

  2. period ended2026-03-31
    13F 1,829,455 shares
    Change vs previous 13F +37,946 shares

    0.38% of the 13F portfolio, value $378,344,989.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,765,073 shares
    • Focus Partners Advisor Solutions, LLC: 64,382 shares

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

  3. period ended2025-12-31
    13F 1,791,509 shares
    Change vs previous 13F +277,486 shares

    0.28% of the 13F portfolio, value $273,034,145.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,722,170 shares
    • Focus Partners Advisor Solutions, LLC: 69,339 shares

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

  4. period ended2025-09-30
    13F 1,514,023 shares
    Change vs previous 13F +58,184 shares

    0.33% of the 13F portfolio, value $235,116,693.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,444,281 shares
    • Focus Partners Advisor Solutions, LLC: 69,742 shares

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

  5. period ended2025-06-30
    13F 1,455,839 shares
    Change vs previous 13F +27,670 shares

    0.39% of the 13F portfolio, value $208,462,786.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,399,264 shares
    • Focus Partners Advisor Solutions, LLC: 56,575 shares

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

  6. period ended2025-03-31
    13F/A 1,428,169 shares
    Change vs previous 13F +40,124 shares

    0.51% of the 13F portfolio, value $238,918,552.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,371,121 shares
    • Focus Partners Advisor Solutions, LLC: 57,048 shares

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

  7. period ended2024-12-31
    13F/A 1,388,045 shares
    Change vs previous 13F +208,221 shares

    0.45% of the 13F portfolio, value $201,045,019.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,334,413 shares
    • Focus Partners Advisor Solutions, LLC: 53,632 shares

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

  8. period ended2024-09-30
    13F 1,179,824 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $173,738,435.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,136,834 shares
    • Focus Partners Advisor Solutions, LLC: 42,990 shares

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