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Bard Financial Services, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bard Financial Services, Inc. on CVX, newest first. How the timeline and the estimate are built.

Bard Financial Services, Inc. held 67,450 CVX shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 67,450 shares
    Change vs previous 13F +4,275 shares

    1.15% of the 13F portfolio, value $10,474,311.

    13F-HR 0001850858-25-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 63,175 shares
    Change vs previous 13F +140 shares

    1.08% of the 13F portfolio, value $9,046,028.

    13F-HR 0001850858-25-000004 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 63,035 shares
    Change vs previous 13F +300 shares

    1.29% of the 13F portfolio, value $10,545,125.

    13F-HR 0001850858-25-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 62,735 shares
    Change vs previous 13F +200 shares

    1.09% of the 13F portfolio, value $9,086,537.

    13F-HR 0001850858-25-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F/A 62,535 shares
    Change vs previous 13F -10,235 shares

    1.09% of the 13F portfolio, value $9,209,529.

    13F-HR/A 0001850858-24-000006 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 72,770 shares
    Change vs previous 13F +2,700 shares

    1.18% of the 13F portfolio, value $11,382,683.

    13F-HR 0001850858-24-000003 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 70,070 shares
    Change vs previous 13F +1,200 shares

    1.17% of the 13F portfolio, value $11,052,842.

    13F-HR 0001850858-24-000002 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 68,870 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,272,649.

    13F-HR 0001850858-24-000001 filed by Bard Financial Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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