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Disclosery

BWM Planning, LLC: CVX position timeline

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

BWM Planning, LLC held 15,675 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,675 shares
    Change vs previous 13F +105 shares

    0.6% of the 13F portfolio, value $2,598,346.

    13F-HR 0001754960-26-000620 filed by BWM Planning, 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 15,570 shares
    Change vs previous 13F -3,252 shares

    0.85% of the 13F portfolio, value $3,221,505.

    13F-HR 0001754960-26-000306 filed by BWM Planning, 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 18,822 shares
    Change vs previous 13F +877 shares

    0.77% of the 13F portfolio, value $2,868,714.

    13F-HR 0001754960-26-000044 filed by BWM Planning, 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 17,945 shares
    Change vs previous 13F +8,181 shares

    0.83% of the 13F portfolio, value $2,786,733.

    13F-HR 0001754960-25-000742 filed by BWM Planning, 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 9,764 shares
    Change vs previous 13F -72 shares

    0.48% of the 13F portfolio, value $1,398,157.

    13F-HR 0001754960-25-000568 filed by BWM Planning, 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 9,836 shares
    Change vs previous 13F -921 shares

    0.7% of the 13F portfolio, value $1,645,489.

    13F-HR 0001085146-25-003157 filed by BWM Planning, 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 10,757 shares
    Change vs previous 13F -13 shares

    0.68% of the 13F portfolio, value $1,558,065.

    13F-HR 0001085146-25-000408 filed by BWM Planning, 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 10,770 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,586,119.

    13F-HR 0001085146-24-004738 filed by BWM Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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