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Disclosery

Adero Partners, LLC: CVX position timeline

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

Adero Partners, LLC held 6,377 CVX shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 6,377 shares
    Change vs previous 13F +1,177 shares

    0.07% of the 13F portfolio, value $1,066,844.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 5,200 shares
    Change vs previous 13F +426 shares

    0.05% of the 13F portfolio, value $753,199.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,774 shares
    Change vs previous 13F -16 shares

    0.05% of the 13F portfolio, value $703,067.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 4,790 shares
    Change vs previous 13F +238 shares

    0.05% of the 13F portfolio, value $749,252.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 4,552 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $718,032.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 4,516 shares
    Change vs previous 13F +33 shares

    0.06% of the 13F portfolio, value $673,571.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 4,483 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $755,923.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 4,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $704,141.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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