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Barry Investment Advisors, LLC: CVX position timeline

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

Barry Investment Advisors, LLC held 3,298 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,298 shares
    Change vs previous 13F -25 shares

    0.13% of the 13F portfolio, value $673,545.

    13F-HR 0002085853-26-001166 filed by Barry Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,323 shares
    Change vs previous 13F -415 shares

    0.12% of the 13F portfolio, value $550,835.

    13F-HR 0002085853-26-000677 filed by Barry Investment Advisors, LLC
    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 3,738 shares
    Change vs previous 13F -76 shares

    0.17% of the 13F portfolio, value $773,328.

    13F-HR 0002085853-26-000467 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,814 shares
    Change vs previous 13F -233 shares

    0.13% of the 13F portfolio, value $581,317.

    13F-HR 0002085853-26-000228 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,047 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $628,454.

    13F-HR 0001631639-25-000004 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,020 shares
    Change vs previous 13F +31 shares

    0.14% of the 13F portfolio, value $575,588.

    13F-HR 0001221073-25-000059 filed by Barry Investment Advisors, LLC
    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 3,989 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $667,368.

    13F-HR 0001221073-25-000045 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,962 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $573,863.

    13F-HR 0001221073-25-000009 filed by Barry Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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