Skip to main content

Financial Partners Group, LLC

SEC CIK
0001965246
Latest filing
Jul 17, 2025

CVX holding history

Chevron Corp in every 13F filed by Financial Partners Group, 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 2025 holdings

Shares (Q2 2025)
70,529
Value
$10.1M
% of portfolio
3.7%
Quarters held
11
Since Q4 2022
Holdings of CVX by Financial Partners Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202570,529$10.1M3.7%+44,711+173.2%AddedHolders
Q1 202525,818$4.32M1.9%−2,390−8.5%ReducedHolders
Q4 202428,208$4.09M1.7%−5,481−16.3%ReducedHolders
Q3 202433,689$4.96M1.9%−522−1.5%ReducedHolders
Q2 202434,211$5.35M2.1%+210+0.6%AddedHolders
Q1 202434,001$5.36M2.1%+1,167+3.6%AddedHolders
Q4 202332,834$4.90M2.2%+1,105+3.5%AddedHolders
Q3 202331,729$5.35M2.6%+4,170+15.1%AddedHolders
Q2 202327,559$4.34M2.2%−4,381−13.7%ReducedHolders
Q1 202331,940$5.21M2.7%+414+1.3%AddedHolders
Q4 202231,526$5.66M3.3%–No prior filingHolders