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Disclosery

BALDWIN WEALTH PARTNERS LLC/MA: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BALDWIN WEALTH PARTNERS LLC/MA on CVX, newest first. How the timeline and the estimate are built.

BALDWIN WEALTH PARTNERS LLC/MA held 68,115 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 68,115 shares
    Change vs previous 13F -1,283 shares

    0.92% of the 13F portfolio, value $13,909,765.

    13F-HR 0001193125-26-419624 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Accepted , ingested

  2. period ended2026-06-30
    13F 69,398 shares
    Change vs previous 13F -823 shares

    0.75% of the 13F portfolio, value $11,503,412.

    13F-HR 0001193125-26-302682 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 70,221 shares
    Change vs previous 13F -825 shares

    1.06% of the 13F portfolio, value $14,528,725.

    13F-HR 0001193125-26-154830 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 71,046 shares
    Change vs previous 13F +127 shares

    0.69% of the 13F portfolio, value $10,828,153.

    13F-HR 0001193125-26-005964 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 70,919 shares
    Change vs previous 13F -857 shares

    0.72% of the 13F portfolio, value $11,013,044.

    13F-HR 0001193125-25-238383 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 71,776 shares
    Change vs previous 13F +366 shares

    0.7% of the 13F portfolio, value $10,277,627.

    13F-HR 0000950123-25-006571 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 71,410 shares
    Change vs previous 13F -469 shares

    0.84% of the 13F portfolio, value $11,946,120.

    13F-HR 0000950123-25-003482 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 71,879 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $10,411,005.

    13F-HR 0000950123-25-000483 filed by BALDWIN WEALTH PARTNERS LLC/MA
    Filed (acceptance time not in the bulk data set), ingested

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