Badgley Phelps Wealth Managers, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Badgley Phelps Wealth Managers, LLC on CVX, newest first. How the timeline and the estimate are built.
Badgley Phelps Wealth Managers, LLC held 129,241 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 129,241 sharesChange vs previous 13F -1,279 shares
0.38% of the 13F portfolio, value $21,423,057.
13F-HR 0001895362-26-000006 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 130,520 sharesChange vs previous 13F -476 shares
0.54% of the 13F portfolio, value $27,004,567.
13F-HR 0001895362-26-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 130,996 sharesChange vs previous 13F +4,124 shares
0.37% of the 13F portfolio, value $19,965,078.
13F-HR 0001895362-26-000002 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 126,872 sharesChange vs previous 13F -3,630 shares
0.41% of the 13F portfolio, value $19,701,993.
13F-HR 0001895362-25-000011 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 130,502 sharesChange vs previous 13F -1,022 shares
0.41% of the 13F portfolio, value $18,686,580.
13F-HR 0001895362-25-000007 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 131,524 sharesChange vs previous 13F -5,271 shares
0.53% of the 13F portfolio, value $22,002,601.
13F-HR 0001895362-25-000004 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 136,795 sharesChange vs previous 13F -1,612 shares
0.46% of the 13F portfolio, value $19,813,387.
13F-HR 0001895362-25-000002 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 138,407 sharesChange vs previous 13F not available
0.47% of the 13F portfolio, value $20,383,163.
13F-HR 0001895362-24-000023 filed by Badgley Phelps Wealth Managers, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).