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Catherine Avery Investment Management LLC: CVX position timeline

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

Catherine Avery Investment Management LLC held 16,443 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,443 shares
    Change vs previous 13F -17,636 shares

    2.89% of the 13F portfolio, value $3,357,913.

    13F-HR 0001420506-26-002311 filed by Catherine Avery Investment Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 34,079 shares
    Change vs previous 13F -1,049 shares

    2.47% of the 13F portfolio, value $5,649,004.

    13F-HR 0001420506-26-001305 filed by Catherine Avery Investment 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 ended2026-03-31
    13F 35,128 shares
    Change vs previous 13F +4,131 shares

    3.25% of the 13F portfolio, value $7,268,060.

    13F-HR 0001420506-26-001105 filed by Catherine Avery Investment 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 ended2025-12-31
    13F 30,997 shares
    Change vs previous 13F +983 shares

    2.83% of the 13F portfolio, value $4,724,304.

    13F-HR 0001420506-26-000019 filed by Catherine Avery Investment 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 ended2025-09-30
    13F 30,014 shares
    Change vs previous 13F +5,101 shares

    3% of the 13F portfolio, value $4,660,921.

    13F-HR 0001420506-26-000017 filed by Catherine Avery Investment 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 ended2025-06-30
    13F 24,913 shares
    Change vs previous 13F +2,416 shares

    2.71% of the 13F portfolio, value $3,567,331.

    13F-HR 0001420506-26-000015 filed by Catherine Avery Investment 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 ended2025-03-31
    13F 22,497 shares
    Change vs previous 13F +10,480 shares

    3.37% of the 13F portfolio, value $3,763,561.

    13F-HR 0001420506-26-000013 filed by Catherine Avery Investment 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 ended2024-12-31
    13F/A 12,017 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $3,015,162.

    13F-HR/A 0001420506-26-000021 filed by Catherine Avery Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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