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West Branch Capital LLC: CVX position timeline

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

West Branch Capital LLC held 23,424 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,424 shares
    Change vs previous 13F +163 shares

    0.9% of the 13F portfolio, value $3,882,823.

    13F-HR 0001738723-26-000003 filed by West Branch Capital 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 23,261 shares
    Change vs previous 13F +7,083 shares

    1.29% of the 13F portfolio, value $4,812,705.

    13F-HR 0001738723-26-000002 filed by West Branch Capital 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 16,178 shares
    Change vs previous 13F +1,001 shares

    0.64% of the 13F portfolio, value $2,465,703.

    13F-HR 0001738723-26-000001 filed by West Branch Capital 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 15,177 shares
    Change vs previous 13F +982 shares

    0.62% of the 13F portfolio, value $2,356,766.

    13F-HR 0001738723-25-000005 filed by West Branch Capital 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 14,195 shares
    Change vs previous 13F +1,542 shares

    0.6% of the 13F portfolio, value $2,032,553.

    13F-HR 0001738723-25-000003 filed by West Branch Capital 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 12,653 shares
    Change vs previous 13F +2,964 shares

    0.71% of the 13F portfolio, value $2,116,758.

    13F-HR 0001738723-25-000002 filed by West Branch Capital 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 9,689 shares
    Change vs previous 13F +1,511 shares

    0.45% of the 13F portfolio, value $1,403,349.

    13F-HR 0001738723-25-000001 filed by West Branch Capital 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 8,178 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,204,407.

    13F-HR 0001738723-24-000005 filed by West Branch Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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