Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
CVX holding history
Chevron Corp in every 13F filed by Heritage Wealth 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 Q1 2025 holdings
- Shares (Q3 2024)
- 0
- Sold out in Q3 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2024 | 0 | $0 | 0.0% | −1,298−100.0% | Sold out | Holders |
| Q2 2024 | 1,298 | $203.0K | 0.3% | −85−6.1% | Reduced | Holders |
| Q1 2024 | 1,383 | $206.2K | 0.4% | 00.0% | Unchanged | Holders |
| Q4 2023 | 1,383 | $206.2K | 0.4% | −108−7.2% | Reduced | Holders |
| Q3 2023 | 1,491 | $251.5K | 0.5% | −140−8.6% | Reduced | Holders |
| Q2 2023 | 1,631 | $256.6K | 0.2% | +1,631 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −1,945−100.0% | Sold out | Holders |
| Q4 2022 | 1,945 | $353.0K | 0.3% | – | No prior filing | Holders |