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Baker Avenue Asset Management, LP: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Baker Avenue Asset Management, LP on CVX, newest first. How the timeline and the estimate are built.

Baker Avenue Asset Management, LP held 29,945 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,945 shares
    Change vs previous 13F +2,491 shares

    0.09% of the 13F portfolio, value $4,963,672.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 27,454 shares
    Change vs previous 13F -269 shares

    0.13% of the 13F portfolio, value $5,680,282.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 27,723 shares
    Change vs previous 13F -2,340 shares

    0.1% of the 13F portfolio, value $4,225,282.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,063 shares
    Change vs previous 13F +1,146 shares

    0.11% of the 13F portfolio, value $4,668,499.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 28,917 shares
    Change vs previous 13F -925 shares

    0.12% of the 13F portfolio, value $4,140,590.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 29,842 shares
    Change vs previous 13F +887 shares

    0.16% of the 13F portfolio, value $4,992,279.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 28,955 shares
    Change vs previous 13F -996 shares

    0.13% of the 13F portfolio, value $4,193,910.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 29,951 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,410,909.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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