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Wealthcare Advisory Partners LLC: CVX position timeline

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

Wealthcare Advisory Partners LLC held 34,175 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,175 shares
    Change vs previous 13F -4,364 shares

    0.1% of the 13F portfolio, value $5,664,998.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 30,920 shares
    • Wealthcare Capital Partners, LLC: 3,255 shares

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

  2. period ended2026-03-31
    13F 38,539 shares
    Change vs previous 13F +1,795 shares

    0.15% of the 13F portfolio, value $7,973,869.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 35,108 shares
    • Wealthcare Capital Partners, LLC: 3,431 shares

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

  3. period ended2025-12-31
    13F 36,744 shares
    Change vs previous 13F -2,146 shares

    0.11% of the 13F portfolio, value $5,600,251.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 32,939 shares
    • Wealthcare Capital Partners, LLC: 3,805 shares

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

  4. period ended2025-09-30
    13F 38,890 shares
    Change vs previous 13F +900 shares

    0.12% of the 13F portfolio, value $6,039,243.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 35,031 shares
    • Wealthcare Capital Partners, LLC: 3,859 shares

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

  5. period ended2025-06-30
    13F 37,990 shares
    Change vs previous 13F +5,980 shares

    0.12% of the 13F portfolio, value $5,439,682.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 34,293 shares
    • Wealthcare Capital Partners, LLC: 3,697 shares

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

  6. period ended2025-03-31
    13F 32,010 shares
    Change vs previous 13F +1,661 shares

    0.14% of the 13F portfolio, value $5,354,966.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 28,303 shares
    • Wealthcare Capital Partners, LLC: 3,707 shares

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

  7. period ended2024-12-31
    13F 30,349 shares
    Change vs previous 13F +5,656 shares

    0.12% of the 13F portfolio, value $4,395,680.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 26,659 shares
    • Wealthcare Capital Partners, LLC: 3,690 shares

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

  8. period ended2024-09-30
    13F 24,693 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,636,530.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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