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Agate Pass Investment Management, LLC: CVX position timeline

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

Agate Pass Investment Management, LLC held 10,958 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,958 shares
    Change vs previous 13F -3,350 shares

    0.67% of the 13F portfolio, value $1,816,398.

    13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, 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 14,308 shares
    Change vs previous 13F -223 shares

    1.16% of the 13F portfolio, value $2,960,325.

    13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, 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 14,531 shares
    Change vs previous 13F -361 shares

    0.82% of the 13F portfolio, value $2,214,670.

    13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, 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 14,892 shares
    Change vs previous 13F +2,855 shares

    0.88% of the 13F portfolio, value $2,312,579.

    13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, 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 12,037 shares
    Change vs previous 13F +14 shares

    0.71% of the 13F portfolio, value $1,723,578.

    13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, 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 12,023 shares
    Change vs previous 13F +4,262 shares

    0.86% of the 13F portfolio, value $2,011,328.

    13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, 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 7,761 shares
    Change vs previous 13F +3,862 shares

    0.51% of the 13F portfolio, value $1,124,103.

    13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, 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 3,899 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $574,206.

    13F-HR 0001900409-24-000006 filed by Agate Pass Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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