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Disclosery

Forum Financial Management, LP: CVX position timeline

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

Forum Financial Management, LP held 13,669 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,669 shares
    Change vs previous 13F -782 shares

    0.03% of the 13F portfolio, value $2,265,870.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 14,451 shares
    Change vs previous 13F -19,930 shares

    0.04% of the 13F portfolio, value $2,989,868.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, 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 34,381 shares
    Change vs previous 13F -2,472 shares

    0.07% of the 13F portfolio, value $5,240,074.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, 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 36,853 shares
    Change vs previous 13F +3,846 shares

    0.08% of the 13F portfolio, value $5,722,946.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, 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 33,007 shares
    Change vs previous 13F +145 shares

    0.07% of the 13F portfolio, value $4,726,268.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, 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 32,862 shares
    Change vs previous 13F -3,699 shares

    0.09% of the 13F portfolio, value $5,497,485.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, 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/A 36,561 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $5,295,502.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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