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RITHOLTZ WEALTH MANAGEMENT: CVX position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 38,034 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 38,034 shares
    Change vs previous 13F +943 shares

    0.09% of the 13F portfolio, value $6,304,583.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 37,091 shares
    Change vs previous 13F +2,944 shares

    0.13% of the 13F portfolio, value $7,674,154.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 34,147 shares
    Change vs previous 13F -776 shares

    0.1% of the 13F portfolio, value $5,204,416.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 34,923 shares
    Change vs previous 13F +3,047 shares

    0.11% of the 13F portfolio, value $5,423,227.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 31,876 shares
    Change vs previous 13F +3,449 shares

    0.1% of the 13F portfolio, value $4,564,365.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 28,427 shares
    Change vs previous 13F +7,017 shares

    0.14% of the 13F portfolio, value $4,755,619.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 21,410 shares
    Change vs previous 13F +1,816 shares

    0.09% of the 13F portfolio, value $3,101,018.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 19,594 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,885,657.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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