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Catalyst Financial Partners LLC

SEC CIK
0001927537
Latest filing
Jul 29, 2026

CVX holding history

Chevron Corp in every 13F filed by Catalyst Financial Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
13,492
Value
$2.24M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of CVX by Catalyst Financial Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,492$2.24M0.2%−2,695−16.6%ReducedHolders
Q1 202616,187$3.35M0.4%+3,857+31.3%AddedHolders
Q4 202512,330$1.88M0.2%+616+5.3%AddedHolders
Q3 202511,714$1.82M0.2%+3,532+43.2%AddedHolders
Q2 20258,182$1.17M0.1%+49+0.6%AddedHolders
Q1 20258,133$1.36M0.3%+375+4.8%AddedHolders
Q4 20247,758$1.12M0.2%+48+0.6%AddedHolders
Q3 20247,710$1.14M0.2%−636−7.6%ReducedHolders
Q2 20248,346$1.31M0.3%+335+4.2%AddedHolders
Q1 20248,011$1.25M0.3%+586+7.9%AddedHolders
Q4 20237,425$1.11M0.3%−1,438−16.2%ReducedHolders
Q3 20238,863$1.49M0.5%+786+9.7%AddedHolders
Q2 20238,077$1.27M0.5%+1,087+15.6%AddedHolders
Q1 20236,990$1.14M0.5%+2,411+52.7%AddedHolders
Q4 20224,579$821.9K0.4%–No prior filingHolders