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Disclosery

Costello Asset Management, INC: CVX position timeline

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

Costello Asset Management, INC held 14,763 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,763 shares
    Change vs previous 13F -1,529 shares

    0.73% of the 13F portfolio, value $2,447,079.

    13F-HR 0001760145-26-000004 filed by Costello Asset Management, INC
    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 16,292 shares
    Change vs previous 13F -360 shares

    1.17% of the 13F portfolio, value $3,370,714.

    13F-HR 0001760145-26-000003 filed by Costello Asset Management, INC
    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 16,652 shares
    Change vs previous 13F +308 shares

    0.84% of the 13F portfolio, value $2,537,969.

    13F-HR 0001760145-26-000001 filed by Costello Asset Management, INC
    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 16,344 shares
    Change vs previous 13F -350 shares

    0.85% of the 13F portfolio, value $2,538,049.

    13F-HR 0001760145-25-000006 filed by Costello Asset Management, INC
    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 16,694 shares
    Change vs previous 13F +3,541 shares

    0.9% of the 13F portfolio, value $2,390,361.

    13F-HR 0001760145-25-000003 filed by Costello Asset Management, INC
    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 13,153 shares
    Change vs previous 13F +138 shares

    0.89% of the 13F portfolio, value $2,200,416.

    13F-HR 0001760145-25-000002 filed by Costello Asset Management, INC
    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 13,015 shares
    Change vs previous 13F -569 shares

    1.25% of the 13F portfolio, value $1,885,064.

    13F-HR 0001760145-25-000001 filed by Costello Asset Management, INC
    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 13,584 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,000,453.

    13F-HR 0001760145-24-000005 filed by Costello Asset Management, INC
    Filed (acceptance time not in the bulk data set), ingested

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