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Disclosery

Baron Wealth Management LLC: CVX position timeline

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

Baron Wealth Management LLC held 2,425 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,425 shares
    Change vs previous 13F -186 shares

    0.1% of the 13F portfolio, value $401,908.

    13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
    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 2,611 shares
    Change vs previous 13F -2,937 shares

    0.16% of the 13F portfolio, value $540,276.

    13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
    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 5,548 shares
    Change vs previous 13F -150 shares

    0.26% of the 13F portfolio, value $845,572.

    13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
    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 5,698 shares
    Change vs previous 13F +177 shares

    0.29% of the 13F portfolio, value $884,791.

    13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
    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 5,521 shares
    Change vs previous 13F -457 shares

    0.28% of the 13F portfolio, value $790,602.

    13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
    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 5,978 shares
    Change vs previous 13F -257 shares

    0.44% of the 13F portfolio, value $1,000,059.

    13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
    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 6,235 shares
    Change vs previous 13F -1,574 shares

    0.42% of the 13F portfolio, value $903,052.

    13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
    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 7,809 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,149,982.

    13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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