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Disclosery

Carnegie Lake Advisors LLC: CVX position timeline

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

Carnegie Lake Advisors LLC held 17,416 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,416 shares
    Change vs previous 13F +2 shares

    1.08% of the 13F portfolio, value $2,886,933.

    13F-HR 0002043591-26-000003 filed by Carnegie Lake Advisors 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 17,414 shares
    Change vs previous 13F -1,050 shares

    1.43% of the 13F portfolio, value $3,602,958.

    13F-HR 0002043591-26-000002 filed by Carnegie Lake Advisors 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 18,464 shares
    Change vs previous 13F 0 shares

    1.07% of the 13F portfolio, value $2,814,099.

    13F-HR 0002043591-26-000001 filed by Carnegie Lake Advisors 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 18,464 shares
    Change vs previous 13F -50 shares

    1.1% of the 13F portfolio, value $2,867,277.

    13F-HR 0002043591-25-000005 filed by Carnegie Lake Advisors 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 18,514 shares
    Change vs previous 13F -86 shares

    1.05% of the 13F portfolio, value $2,651,000.

    13F-HR 0002043591-25-000004 filed by Carnegie Lake Advisors 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 18,600 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $3,112,000.

    13F-HR 0002043591-25-000003 filed by Carnegie Lake Advisors 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 18,600 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $2,694,000.

    13F-HR 0002043591-25-000001 filed by Carnegie Lake Advisors 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 18,600 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,739,000.

    13F-HR 0002043591-24-000001 filed by Carnegie Lake Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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