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Alpha Cubed Investments, LLC: CVX position timeline

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

Alpha Cubed Investments, LLC held 179,445 CVX shares at 2025-12-31 per its 13F-HR filed 2026-02-03.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 179,445 shares
    Change vs previous 13F +21,188 shares

    0.94% of the 13F portfolio, value $27,349,194.

    13F-HR 0001580830-26-000002 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 158,257 shares
    Change vs previous 13F +7,466 shares

    0.86% of the 13F portfolio, value $24,575,688.

    13F-HR 0001580830-25-000008 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 150,791 shares
    Change vs previous 13F +64,400 shares

    0.82% of the 13F portfolio, value $21,591,737.

    13F-HR 0001580830-25-000005 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 86,391 shares
    Change vs previous 13F +8,485 shares

    0.64% of the 13F portfolio, value $14,452,367.

    13F-HR 0001580830-25-000004 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 77,906 shares
    Change vs previous 13F -45,817 shares

    0.52% of the 13F portfolio, value $11,283,942.

    13F-HR 0001085146-25-000304 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 123,723 shares
    Change vs previous 13F +1,847 shares

    0.81% of the 13F portfolio, value $18,220,648.

    13F-HR 0001085146-24-004668 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 121,876 shares
    Change vs previous 13F +9,730 shares

    0.91% of the 13F portfolio, value $19,063,878.

    13F-HR 0001085146-24-002979 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 112,146 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $17,689,853.

    13F-HR 0001085146-24-001952 filed by Alpha Cubed Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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