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BAR HARBOR WEALTH MANAGEMENT: CVX position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 59,241 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,241 shares
    Change vs previous 13F -14,447 shares

    0.53% of the 13F portfolio, value $9,819,788.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR 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 73,688 shares
    Change vs previous 13F -8,401 shares

    0.89% of the 13F portfolio, value $15,246,047.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR 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 82,089 shares
    Change vs previous 13F -992 shares

    0.72% of the 13F portfolio, value $12,511,184.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR 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 83,081 shares
    Change vs previous 13F -6,619 shares

    0.77% of the 13F portfolio, value $12,901,648.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR 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 89,700 shares
    Change vs previous 13F -6,311 shares

    0.82% of the 13F portfolio, value $12,844,143.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR 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 96,011 shares
    Change vs previous 13F -1,014 shares

    1.06% of the 13F portfolio, value $16,061,680.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR 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 97,025 shares
    Change vs previous 13F -801 shares

    0.92% of the 13F portfolio, value $14,053,101.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR 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 97,826 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $14,406,835.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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