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Disclosery

Belpointe Asset Management LLC: CVX position timeline

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

Belpointe Asset Management LLC held 36,608 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,608 shares
    Change vs previous 13F +703 shares

    0.2% of the 13F portfolio, value $6,068,424.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset 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 35,905 shares
    Change vs previous 13F +6,578 shares

    0.27% of the 13F portfolio, value $7,428,941.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 29,327 shares
    Change vs previous 13F -2,326 shares

    0.16% of the 13F portfolio, value $4,470,009.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 31,653 shares
    Change vs previous 13F +7,102 shares

    0.19% of the 13F portfolio, value $4,915,597.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 24,551 shares
    Change vs previous 13F +1,468 shares

    0.15% of the 13F portfolio, value $3,515,678.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 23,083 shares
    Change vs previous 13F +1,195 shares

    0.2% of the 13F portfolio, value $3,861,756.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 21,888 shares
    Change vs previous 13F +1,441 shares

    0.2% of the 13F portfolio, value $3,238,551.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 20,447 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,011,295.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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