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Disclosery

Asset Dedication, LLC: CVX position timeline

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

Asset Dedication, LLC held 11,774 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,774 shares
    Change vs previous 13F +46 shares

    0.12% of the 13F portfolio, value $1,951,579.

    13F-HR 0001475896-26-000003 filed by Asset Dedication, 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 11,728 shares
    Change vs previous 13F -2,466 shares

    0.17% of the 13F portfolio, value $2,426,560.

    13F-HR 0001475896-26-000002 filed by Asset Dedication, 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 14,194 shares
    Change vs previous 13F -770 shares

    0.14% of the 13F portfolio, value $2,163,262.

    13F-HR 0001475896-26-000001 filed by Asset Dedication, 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 14,964 shares
    Change vs previous 13F +234 shares

    0.16% of the 13F portfolio, value $2,323,702.

    13F-HR 0001475896-25-000006 filed by Asset Dedication, 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 14,730 shares
    Change vs previous 13F -894 shares

    0.15% of the 13F portfolio, value $2,109,208.

    13F-HR 0001475896-25-000005 filed by Asset Dedication, 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 15,624 shares
    Change vs previous 13F -1,309 shares

    0.21% of the 13F portfolio, value $2,613,673.

    13F-HR 0001475896-25-000002 filed by Asset Dedication, 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 16,933 shares
    Change vs previous 13F -5,953 shares

    0.19% of the 13F portfolio, value $2,452,615.

    13F-HR 0001475896-25-000001 filed by Asset Dedication, 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 22,886 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,370,424.

    13F-HR 0001475896-24-000005 filed by Asset Dedication, LLC
    Filed (acceptance time not in the bulk data set), ingested

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