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Disclosery

Burton Enright Welch: CVX position timeline

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

Burton Enright Welch held 79,217 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,217 shares
    Change vs previous 13F -1,419 shares

    1.54% of the 13F portfolio, value $13,131,078.

    13F-HR 0002105919-26-000020 filed by Burton Enright Welch
    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 80,636 shares
    Change vs previous 13F -2,028 shares

    2.27% of the 13F portfolio, value $16,683,666.

    13F-HR 0002105919-26-000019 filed by Burton Enright Welch
    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 82,664 shares
    Change vs previous 13F +84 shares

    1.77% of the 13F portfolio, value $12,598,878.

    13F-HR 0002105919-26-000002 filed by Burton Enright Welch
    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 82,580 shares
    Change vs previous 13F -314 shares

    1.94% of the 13F portfolio, value $12,823,907.

    13F-HR 0002105919-26-000018 filed by Burton Enright Welch
    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 82,894 shares
    Change vs previous 13F -103 shares

    2.06% of the 13F portfolio, value $11,869,646.

    13F-HR 0002105919-26-000017 filed by Burton Enright Welch
    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 82,997 shares
    Change vs previous 13F -23 shares

    2.82% of the 13F portfolio, value $13,884,631.

    13F-HR 0002105919-26-000016 filed by Burton Enright Welch
    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 83,020 shares
    Change vs previous 13F -639 shares

    2.52% of the 13F portfolio, value $12,024,672.

    13F-HR 0002105919-26-000015 filed by Burton Enright Welch
    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 83,659 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $12,320,517.

    13F-HR 0002105919-26-000014 filed by Burton Enright Welch
    Filed (acceptance time not in the bulk data set), ingested

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