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LIBERTY WEALTH MANAGEMENT LLC: CVX position timeline

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

LIBERTY WEALTH MANAGEMENT LLC held 21,267 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,267 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $4,400,156.

    13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT 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 21,267 shares
    Change vs previous 13F -319 shares

    0.55% of the 13F portfolio, value $4,400,156.

    13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT 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 21,586 shares
    Change vs previous 13F -159 shares

    0.42% of the 13F portfolio, value $3,289,973.

    13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT 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 21,745 shares
    Change vs previous 13F +928 shares

    0.48% of the 13F portfolio, value $3,376,758.

    13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT 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 20,817 shares
    Change vs previous 13F -747 shares

    0.47% of the 13F portfolio, value $2,980,968.

    13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT 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/A 21,564 shares
    Change vs previous 13F -762 shares

    0.69% of the 13F portfolio, value $3,607,504.

    13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT 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 22,326 shares
    Change vs previous 13F +187 shares

    0.54% of the 13F portfolio, value $3,233,649.

    13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT 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 22,139 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,260,000.

    13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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