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Basepoint Wealth LLC

SEC CIK
0002088236
Latest filing
Aug 10, 2026

CVX holding history

Chevron Corp in every 13F filed by Basepoint Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q2 2026 holdings

Shares (Q2 2026)
2,640
Value
$437.6K
% of portfolio
0.3%
Quarters held
12
Since Q3 2023
Holdings of CVX by Basepoint Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,640$437.6K0.3%+65+2.5%AddedHolders
Q1 20262,575$532.8K0.3%+23+0.9%AddedHolders
Q4 20252,552$389.0K0.2%+19+0.8%AddedHolders
Q3 20252,533$393.3K0.3%+20+0.8%AddedHolders
Q2 20252,513$359.8K0.3%+77+3.2%AddedHolders
Q1 20252,436$407.5K0.3%+25+1.0%AddedHolders
Q4 20242,411$349.2K0.3%+100+4.3%AddedHolders
Q3 20242,311$340.3K0.3%+271+13.3%AddedHolders
Q2 20242,040$319.1K0.3%+65+3.3%AddedHolders
Q1 20241,975$311.5K0.2%+237+13.6%AddedHolders
Q4 20231,738$259.2K0.2%+446+34.5%AddedHolders
Q3 20231,292$217.9K0.2%+1,292NewHolders