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Disclosery

Avalon Investment & Advisory: CVX position timeline

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

Avalon Investment & Advisory held 503,278 CVX shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 503,278 shares
    Change vs previous 13F -8,031 shares

    2.25% of the 13F portfolio, value $82,114,814.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 511,309 shares
    Change vs previous 13F -7,119 shares

    2.61% of the 13F portfolio, value $91,775,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 518,428 shares
    Change vs previous 13F -235,510 shares

    2.31% of the 13F portfolio, value $74,482,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 753,938 shares
    Change vs previous 13F -2,231 shares

    3.08% of the 13F portfolio, value $109,155,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 756,169 shares
    Change vs previous 13F -14,207 shares

    2.98% of the 13F portfolio, value $123,127,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 770,376 shares
    Change vs previous 13F -28,257 shares

    2.23% of the 13F portfolio, value $90,404,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 798,633 shares
    Change vs previous 13F -14,581 shares

    1.88% of the 13F portfolio, value $81,021,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 813,214 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $85,176,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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