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Disclosery

BIP Wealth, LLC: CVX position timeline

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

BIP Wealth, LLC held 19,161 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,161 shares
    Change vs previous 13F +5,859 shares

    0.09% of the 13F portfolio, value $3,176,152.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 13,302 shares
    Change vs previous 13F -5,113 shares

    0.11% of the 13F portfolio, value $2,752,233.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 18,415 shares
    Change vs previous 13F +9,840 shares

    0.1% of the 13F portfolio, value $2,806,564.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 8,575 shares
    Change vs previous 13F +1,045 shares

    0.07% of the 13F portfolio, value $1,331,647.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 7,530 shares
    Change vs previous 13F -181 shares

    0.07% of the 13F portfolio, value $1,078,186.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 7,711 shares
    Change vs previous 13F +72 shares

    0.08% of the 13F portfolio, value $1,290,028.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 7,639 shares
    Change vs previous 13F +451 shares

    0.07% of the 13F portfolio, value $1,106,387.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 7,188 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,058,714.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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