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Disclosery

Better Money Decisions, LLC: CVX position timeline

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

Better Money Decisions, LLC held 3,011 CVX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 3,011 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $431,145.

    13F-HR 0001667731-25-001073 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 3,011 shares
    Change vs previous 13F -170 shares

    0.34% of the 13F portfolio, value $503,710.

    13F-HR 0001667731-25-000409 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 3,181 shares
    Change vs previous 13F +9 shares

    0.32% of the 13F portfolio, value $460,736.

    13F-HR 0001667731-25-000121 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,172 shares
    Change vs previous 13F +73 shares

    0.33% of the 13F portfolio, value $467,140.

    13F-HR 0001858428-24-000003 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,099 shares
    Change vs previous 13F -51 shares

    0.36% of the 13F portfolio, value $484,746.

    13F-HR 0001858428-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 3,150 shares
    Change vs previous 13F +188 shares

    0.39% of the 13F portfolio, value $496,881.

    13F-HR 0001858428-24-000001 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 2,962 shares
    Change vs previous 13F +95 shares

    0.37% of the 13F portfolio, value $441,812.

    13F-HR 0001800502-24-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 2,867 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $483,434.

    13F-HR 0001858428-23-000002 filed by Better Money Decisions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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