Skip to content
Disclosery

Barnes Wealth Management Group, Inc: CVX position timeline

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

Barnes Wealth Management Group, Inc held 17,280 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,280 shares
    Change vs previous 13F -120 shares

    1.32% of the 13F portfolio, value $2,864,459.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 17,400 shares
    Change vs previous 13F +282 shares

    1.83% of the 13F portfolio, value $3,600,369.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 17,118 shares
    Change vs previous 13F -41 shares

    1.4% of the 13F portfolio, value $2,608,990.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 17,159 shares
    Change vs previous 13F -482 shares

    1.47% of the 13F portfolio, value $2,664,695.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 17,641 shares
    Change vs previous 13F -2 shares

    1.49% of the 13F portfolio, value $2,525,990.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 17,643 shares
    Change vs previous 13F +1,011 shares

    1.89% of the 13F portfolio, value $2,951,608.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 16,632 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,409,043.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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